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

Cedar 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	$1.01M	Hold	13,365	–	–	0.26%	40
2026 Q1	$1.18M	Hold	13,365	–	–	0.34%	29
2025 Q4	$1.08M	Hold	13,365	–	–	0.32%	30
2025 Q3	$973K	Hold	13,365	–	–	0.3%	33
2025 Q2	$833K	Buy	13,365 +78	+0.6%	+$4.83K	0.28%	34
2025 Q1	$783K	Buy	13,287 +13,166	+10,881%	+$712K	0.28%	33
2024 Q4	$5.99K	Buy	+121	New	+$6.08K	﹤0.01%	151

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

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

Cedar Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 13,365 shares worth $1.01M. The position accounts for 0.26% of the portfolio, ranked #40.

Cedar Wealth Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Cedar Wealth Management held 13,365 shares of iShares Gold Trust worth $1.01M as of Q2 2026.
Cedar Wealth Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.26% of Cedar Wealth Management's portfolio in Q2 2026, its #40 holding.
Cedar Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Cedar Wealth Management's iShares Gold Trust position peaked at $1.18M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.