Cassaday & Co Wealth Management’s iShares Gold Trust IAU Stock Holding History

Cassaday & Co Wealth Management’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	$525K	Buy	6,950 +1,034	+17%	+$87.8K	0.01%	227
2026 Q1	$522K	Sell	5,916 -14	-0.2%	-$1.28K	0.01%	217
2025 Q4	$481K	Buy	5,930 +752	+15%	+$58.8K	0.01%	226
2025 Q3	$377K	Sell	5,178 -17	-0.3%	-$1.11K	0.01%	246
2025 Q2	$324K	Hold	5,195	–	–	0.01%	256
2025 Q1	$306K	Hold	5,195	–	–	0.01%	254
2024 Q4	$257K	Sell	5,195 -521	-9%	-$26.2K	0.01%	275
2024 Q3	$284K	Buy	+5,716	New	+$268K	0.01%	252
2023 Q3	–	Sell	-6,539	Closed	-$238K	–	272
2023 Q2	$238K	Sell	6,539 -203	-3%	-$7.61K	0.01%	227
2023 Q1	$252K	Buy	+6,742	New	+$242K	0.01%	224

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

Cassaday & Co Wealth Management's IAU Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its iShares Gold Trust (IAU) stake by 17% in Q2 2026, buying an estimated $87.8K and bringing the position to 6,950 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #227.

Cassaday & Co Wealth Management first reported a position in IAU in Q1 2023 and has held it in 10 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Cassaday & Co Wealth Management held 6,950 shares of iShares Gold Trust worth $525K as of Q2 2026.
Cassaday & Co Wealth Management bought 1,034 iShares Gold Trust shares in Q2 2026, an estimated $87.8K.
iShares Gold Trust made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #227 holding.
Cassaday & Co Wealth Management first reported a position in iShares Gold Trust in Q1 2023 and has held it in 10 quarters since.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.