CCWM
IAU icon

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
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
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

Cassaday & Co Wealth Management's IAU Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its iShares Gold Trust (IAU) stake by 0.24% in Q1 2026, selling an estimated $1.28K and leaving 5,916 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #217.

Cassaday & Co Wealth Management first reported a position in IAU in Q1 2023 and has held it in 9 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Cassaday & Co Wealth Management held 5,916 shares of iShares Gold Trust worth $522K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 14 iShares Gold Trust shares in Q1 2026, an estimated $1.28K.
  • iShares Gold Trust made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #217 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Gold Trust in Q1 2023 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 Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.