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

Cary Street Partners’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 		$1.4M Sell
18,566
-197
-1% -$16.7K 0.03% 433
2026
Q1 		$1.65M Buy
18,763
+320
+2% +$29.4K 0.04% 354
2025
Q4 		$1.5M Sell
18,443
-289
-2% -$22.6K 0.04% 368
2025
Q3 		$1.36M Buy
18,732
+10
+0.1% +$652 0.04% 371
2025
Q2 		$1.17M Buy
18,722
+13,976
+294% +$866K 0.03% 397
2025
Q1 		$280K Buy
4,746
+218
+5% +$11.8K 0.01% 664
2024
Q4 		$224K Buy
+4,528
New +$228K 0.01% 687

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Cary Street Partners reduced its iShares Gold Trust (IAU) stake by 1% in Q2 2026, selling an estimated $16.7K and leaving 18,566 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #433.

Cary Street Partners first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cary Street Partners held 18,566 shares of iShares Gold Trust worth $1.4M as of Q2 2026.
  • Cary Street Partners sold 197 iShares Gold Trust shares in Q2 2026, an estimated $16.7K.
  • iShares Gold Trust made up 0.03% of Cary Street Partners's portfolio in Q2 2026, its #433 holding.
  • Cary Street Partners first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's iShares Gold Trust position peaked at $1.65M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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