Center For Asset Management’s iShares Gold Trust IAU Stock Holding History

Center For Asset 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	$1.07M	Sell	12,175 -5,170	-30%	-$474K	0.53%	51
2025 Q4	$1.41M	Buy	17,345 +12,729	+276%	+$995K	0.74%	39
2025 Q3	$336K	Buy	+4,616	New	+$301K	0.18%	100
2025 Q2	–	Sell	-4,780	Closed	-$282K	–	130
2025 Q1	$282K	Buy	+4,780	New	+$259K	0.17%	106
2024 Q3	–	Sell	-5,120	Closed	-$225K	–	124
2024 Q2	$225K	Buy	+5,120	New	+$226K	0.15%	110

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Center For Asset Management's IAU Position: Q1 2026 in Review

Center For Asset Management reduced its iShares Gold Trust (IAU) stake by 30% in Q1 2026, selling an estimated $474K and leaving 12,175 shares worth $1.07M. The position accounts for 0.53% of the portfolio, ranked #51.

Center For Asset Management first reported a position in IAU in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.41M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Center For Asset Management held 12,175 shares of iShares Gold Trust worth $1.07M as of Q1 2026.
Center For Asset Management sold 5,170 iShares Gold Trust shares in Q1 2026, an estimated $474K.
iShares Gold Trust made up 0.53% of Center For Asset Management's portfolio in Q1 2026, its #51 holding.
Center For Asset Management first reported a position in iShares Gold Trust in Q2 2024 and has held it in 5 quarters since.
Center For Asset Management's iShares Gold Trust position peaked at $1.41M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.