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Cassia Capital Partners’s iShares Gold Trust IAU Stock Holding History

Cassia Capital 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 		– Sell
-2,466
Closed -$217K – 71
2026
Q1 		$217K Buy
+2,466
New +$226K 0.11% 64

Other funds holding IAU

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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cassia Capital Partners's IAU Position: Q2 2026 in Review

Cassia Capital Partners sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,466 shares — an estimated $217K sold.

Cassia Capital Partners first reported a position in IAU in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cassia Capital Partners reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Cassia Capital Partners sold 2,466 iShares Gold Trust shares in Q2 2026, an estimated $217K.
  • Cassia Capital Partners first reported a position in iShares Gold Trust in Q1 2026 and held it in 1 quarter.
  • Cassia Capital Partners's iShares Gold Trust position peaked at $217K in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cassia Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.