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CCG Wealth Management’s iShares Gold Trust IAU Stock Holding History

CCG 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 		$5.67M Sell
75,115
-2,818
-4% -$239K 1.32% 17
2026
Q1 		$6.87M Buy
77,933
+61,694
+380% +$5.66M 1.86% 14
2025
Q4 		$1.32M Buy
16,239
+12,169
+299% +$952K 0.56% 31
2025
Q3 		$296K Buy
+4,070
New +$266K 0.14% 68
2021
Q4 		– Sell
-13,790
Closed -$461K – 104
2021
Q3 		$461K Buy
+13,790
New +$470K 0.27% 58

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

CCG Wealth Management's IAU Position: Q2 2026 in Review

CCG Wealth Management reduced its iShares Gold Trust (IAU) stake by 3.6% in Q2 2026, selling an estimated $239K and leaving 75,115 shares worth $5.67M. The position accounts for 1.32% of the portfolio, ranked #17.

CCG Wealth Management first reported a position in IAU in Q3 2021 and has held it in 5 quarters since. The position peaked at $6.87M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • CCG Wealth Management held 75,115 shares of iShares Gold Trust worth $5.67M as of Q2 2026.
  • CCG Wealth Management sold 2,818 iShares Gold Trust shares in Q2 2026, an estimated $239K.
  • iShares Gold Trust made up 1.32% of CCG Wealth Management's portfolio in Q2 2026, its #17 holding.
  • CCG Wealth Management first reported a position in iShares Gold Trust in Q3 2021 and has held it in 5 quarters since.
  • CCG Wealth Management's iShares Gold Trust position peaked at $6.87M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.