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Cauble & Harre Wealth Management’s iShares Gold Trust IAU Stock Holding History

Cauble & Harre 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 		$7.55M Sell
99,931
-10,142
-9% -$861K 6.05% 3
2026
Q1 		$9.76M Sell
110,073
-4,064
-4% -$373K 7.78% 2
2025
Q4 		$9.26M Buy
+114,137
New +$8.93M 7.77% 2

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cauble & Harre Wealth Management's IAU Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its iShares Gold Trust (IAU) stake by 9.2% in Q2 2026, selling an estimated $861K and leaving 99,931 shares worth $7.55M. The position accounts for 6.05% of the portfolio, ranked #3.

Cauble & Harre Wealth Management first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.76M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cauble & Harre Wealth Management held 99,931 shares of iShares Gold Trust worth $7.55M as of Q2 2026.
  • Cauble & Harre Wealth Management sold 10,142 iShares Gold Trust shares in Q2 2026, an estimated $861K.
  • iShares Gold Trust made up 6.05% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Cauble & Harre Wealth Management first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's iShares Gold Trust position peaked at $9.76M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.