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 Q2	$1.17M	Buy	15,504 +12	+0.1%	+$1.02K	0.1%	114
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cascade Financial Partners's IAU Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares Gold Trust (IAU) stake by 0.08% in Q2 2026, buying an estimated $1.02K and bringing the position to 15,504 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #114.

Cascade Financial Partners first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q1 2026. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Cascade Financial Partners held 15,504 shares of iShares Gold Trust worth $1.17M as of Q2 2026.
Cascade Financial Partners bought 12 iShares Gold Trust shares in Q2 2026, an estimated $1.02K.
iShares Gold Trust made up 0.1% of Cascade Financial Partners's portfolio in Q2 2026, its #114 holding.
Cascade Financial Partners first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's iShares Gold Trust position peaked at $1.37M in Q1 2026.
1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.