Cerity Partners
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Cerity Partners’s iShares Gold Trust IAU Stock Holding History

Cerity 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 		$221M Sell
2,933,050
-225,559
-7% -$19.1M 0.27% 78
2026
Q1 		$278M Sell
3,158,609
-123,607
-4% -$11.3M 0.39% 43
2025
Q4 		$266M Buy
3,282,216
+153,179
+5% +$12M 0.39% 45
2025
Q3 		$228M Buy
3,129,037
+69,183
+2% +$4.51M 0.37% 47
2025
Q2 		$191M Sell
3,059,854
-204,586
-6% -$12.7M 0.34% 55
2025
Q1 		$192M Sell
3,264,440
-7,154
-0.2% -$387K 0.39% 54
2024
Q4 		$162M Buy
3,271,594
+27,251
+0.8% +$1.37M 0.35% 56
2024
Q3 		$161M Buy
3,244,343
+131,559
+4% +$6.16M 0.36% 53
2024
Q2 		$137M Buy
3,112,784
+73,314
+2% +$3.24M 0.36% 56
2024
Q1 		$129M Sell
3,039,470
-32,624
-1% -$1.28M 0.34% 57
2023
Q4 		$120M Sell
3,072,094
-310
-0% -$11.6K 0.39% 54
2023
Q3 		$108M Buy
3,072,404
+636,078
+26% +$23.2M 0.52% 42
2023
Q2 		$88.7M Buy
2,436,326
+34,992
+1% +$1.31M 0.35% 63
2023
Q1 		$89.8M Sell
2,401,334
-145,009
-6% -$5.2M 0.21% 68
2022
Q4 		$88.1M Buy
2,546,343
+867,451
+52% +$28.5M 0.56% 37
2022
Q3 		$52.9M Sell
1,678,892
-10,103
-0.6% -$331K 0.64% 27
2022
Q2 		$57.9M Buy
1,688,995
+362,910
+27% +$12.9M 0.64% 27
2022
Q1 		$2.35M Sell
1,326,085
-257,220
-16% -$9.19M 0.04% 301
2021
Q4 		$13.1M Buy
1,583,305
+1,534,435
+3,140% +$52.4M 0.2% 99
2021
Q3 		$1.63M Sell
48,870
-1,844
-4% -$62.8K 0.04% 291
2021
Q2 		$1.71M Buy
+50,714
New +$1.75M 0.04% 288
2021
Q1 		– Sell
-49,561
Closed -$1.8M – 719
2020
Q4 		$1.8M Buy
49,561
+35,452
+251% +$1.27M 0.06% 228
2020
Q3 		$508K Buy
14,109
+2,840
+25% +$104K 0.02% 318
2020
Q2 		$382K Sell
11,269
-9,544
-46% -$313K 0.02% 316
2020
Q1 		$627K Buy
20,813
+8,734
+72% +$264K 0.04% 260
2019
Q4 		$351K Buy
12,079
+2,408
+25% +$68.3K 0.02% 397
2019
Q3 		$273K Buy
9,671
+2,013
+26% +$56.8K 0.02% 408
2019
Q2 		$207K Buy
+7,658
New +$192K 0.01% 449

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return

Cerity Partners's IAU Position: Q2 2026 in Review

Cerity Partners reduced its iShares Gold Trust (IAU) stake by 7.1% in Q2 2026, selling an estimated $19.1M and leaving 2,933,050 shares worth $221M. The position accounts for 0.27% of the portfolio, ranked #78.

Cerity Partners first reported a position in IAU in Q2 2019 and has held it in 28 quarters since. The position peaked at $278M in Q1 2026. 1,770 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cerity Partners held 2,933,050 shares of iShares Gold Trust worth $221M as of Q2 2026.
  • Cerity Partners sold 225,559 iShares Gold Trust shares in Q2 2026, an estimated $19.1M.
  • iShares Gold Trust made up 0.27% of Cerity Partners's portfolio in Q2 2026, its #78 holding.
  • Cerity Partners first reported a position in iShares Gold Trust in Q2 2019 and has held it in 28 quarters since.
  • Cerity Partners's iShares Gold Trust position peaked at $278M in Q1 2026.
  • 1,770 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.