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Cascade Financial Partners’s iShares Gold Trust IAU Stock Holding History

Cascade Financial 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
Q1 		$1.37M Hold
15,492
– – 0.14% 100
2025
Q4 		$1.26M Sell
15,492
-500
-3% -$39.1K 0.13% 105
2025
Q3 		$1.16M Hold
15,992
– – 0.13% 103
2025
Q2 		$997K Sell
15,992
-500
-3% -$31K 0.12% 109
2025
Q1 		$972K Sell
16,492
-450
-3% -$24.3K 0.12% 104
2024
Q4 		$839K Sell
16,942
-1,150
-6% -$57.8K 0.11% 111
2024
Q3 		$939K Buy
18,092
+150
+0.8% +$7.02K 0.12% 101
2024
Q2 		$788K Hold
17,942
– – 0.1% 112
2024
Q1 		$795K Buy
+17,942
New +$703K 0.11% 112

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cascade Financial Partners's IAU Position: Q1 2026 in Review

Cascade Financial Partners held its iShares Gold Trust (IAU) position steady in Q1 2026 at 15,492 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #100.

Cascade Financial Partners first reported a position in IAU in Q1 2024 and has held it in 9 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Cascade Financial Partners held 15,492 shares of iShares Gold Trust worth $1.37M as of Q1 2026.
  • Cascade Financial Partners left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.14% of Cascade Financial Partners's portfolio in Q1 2026, its #100 holding.
  • Cascade Financial Partners first reported a position in iShares Gold Trust in Q1 2024 and has held it in 9 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.