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Certified Advisory Corp’s iShares Gold Trust IAU Stock Holding History

Certified Advisory Corp’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 		$423K Sell
5,605
-229
-4% -$19.4K 0.03% 240
2026
Q1 		$514K Sell
5,834
-93
-2% -$8.53K 0.05% 209
2025
Q4 		$481K Hold
5,927
– – 0.04% 211
2025
Q3 		$431K Buy
5,927
+231
+4% +$15.1K 0.04% 227
2025
Q2 		$355K Buy
5,696
+484
+9% +$30K 0.04% 238
2025
Q1 		$307K Sell
5,212
-6
-0.1% -$325 0.03% 236
2024
Q4 		$258K Buy
5,218
+393
+8% +$19.7K 0.03% 256
2024
Q3 		$240K Sell
4,825
-46
-0.9% -$2.15K 0.03% 267
2024
Q2 		$214K Sell
4,871
-591
-11% -$26.1K 0.03% 273
2024
Q1 		$229K Buy
5,462
+252
+5% +$9.88K 0.03% 247
2023
Q4 		$203K Buy
+5,210
New +$195K 0.03% 253
2023
Q2 		– Sell
-5,850
Closed -$219K – 271
2023
Q1 		$219K Buy
+5,850
New +$210K 0.04% 223
2021
Q2 		– Sell
-3,641
Closed -$118K – 443
2021
Q1 		$118K Buy
+3,641
New +$124K 0.03% 237
2020
Q2 		$225K Buy
6,633
+994
+18% +$32.6K 0.07% 174
2020
Q1 		$170K Sell
5,639
-815
-13% -$24.6K 0.07% 170
2019
Q4 		$187K Buy
6,454
+120
+2% +$3.4K 0.06% 188
2019
Q3 		$179K Buy
6,334
+2,795
+79% +$78.8K 0.06% 190
2019
Q2 		$96K Hold
3,539
– – 0.04% 237
2019
Q1 		$88K Sell
3,539
-250
-7% -$6.24K 0.04% 229
2018
Q4 		$93K Sell
3,789
-1,400
-27% -$33K 0.05% 204
2018
Q3 		$119K Hold
5,189
– – 0.06% 192
2018
Q2 		$125K Buy
5,189
+1,000
+24% +$25.1K 0.07% 176
2018
Q1 		$106K Sell
4,189
-642
-13% -$16.4K 0.06% 189
2017
Q4 		$120K Buy
+4,831
New +$119K 0.09% 153

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 22.9% 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

Certified Advisory Corp's IAU Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares Gold Trust (IAU) stake by 3.9% in Q2 2026, selling an estimated $19.4K and leaving 5,605 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #240.

Certified Advisory Corp first reported a position in IAU in Q4 2017 and has held it in 24 quarters since. The position peaked at $514K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Certified Advisory Corp held 5,605 shares of iShares Gold Trust worth $423K as of Q2 2026.
  • Certified Advisory Corp sold 229 iShares Gold Trust shares in Q2 2026, an estimated $19.4K.
  • iShares Gold Trust made up 0.03% of Certified Advisory Corp's portfolio in Q2 2026, its #240 holding.
  • Certified Advisory Corp first reported a position in iShares Gold Trust in Q4 2017 and has held it in 24 quarters since.
  • Certified Advisory Corp's iShares Gold Trust position peaked at $514K in Q1 2026.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.