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Cary Street Partners Investment Advisory’s iShares Gold Trust IAU Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Buy
3,094
+348
+13% +$29.5K 0.05% 339
2026
Q1 		$242K Sell
2,746
-2,826
-51% -$259K 0.06% 311
2025
Q4 		$452K Buy
5,572
+1,878
+51% +$147K 0.12% 177
2025
Q3 		$269K Buy
3,694
+1,818
+97% +$119K 0.11% 203
2025
Q2 		$117K Sell
1,876
-844
-31% -$52.3K 0.06% 309
2025
Q1 		$160K Buy
2,720
+1,512
+125% +$81.8K 0.09% 247
2024
Q4 		$59.8K Sell
1,208
-3,337
-73% -$168K 0.04% 301
2024
Q3 		$226K Sell
4,545
-51
-1% -$2.39K 0.01% 697
2024
Q2 		$202K Sell
4,596
-588
-11% -$26K 0.01% 716
2024
Q1 		$218K Sell
5,184
-644
-11% -$25.2K 0.01% 648
2023
Q4 		$227K Sell
5,828
-58
-1% -$2.17K 0.01% 584
2023
Q3 		$206K Buy
5,886
+1,592
+37% +$58.1K 0.01% 547
2023
Q2 		$156K Sell
4,294
-207
-5% -$7.76K 0.01% 570
2023
Q1 		$168K Sell
4,501
-7
-0.2% -$251 0.01% 504
2022
Q4 		$156K Buy
+4,508
New +$148K 0.01% 510
2020
Q4 		– Sell
-3,314
Closed -$119K – 577
2020
Q3 		$119K Buy
+3,314
New +$121K 0.03% 347

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's IAU Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares Gold Trust (IAU) stake by 13% in Q2 2026, buying an estimated $29.5K and bringing the position to 3,094 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #339.

Cary Street Partners Investment Advisory first reported a position in IAU in Q3 2020 and has held it in 16 quarters since. The position peaked at $452K in Q4 2025. 1,393 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cary Street Partners Investment Advisory held 3,094 shares of iShares Gold Trust worth $234K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 348 iShares Gold Trust shares in Q2 2026, an estimated $29.5K.
  • iShares Gold Trust made up 0.05% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #339 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares Gold Trust in Q3 2020 and has held it in 16 quarters since.
  • Cary Street Partners Investment Advisory's iShares Gold Trust position peaked at $452K in Q4 2025.
  • 1,393 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.