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Certior Financial Group’s iShares Gold Trust IAU Stock Holding History

Certior Financial Group’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 		$235K Hold
3,118
– – 0.13% 124
2026
Q1 		$275K Buy
3,118
+346
+12% +$31.7K 0.18% 110
2025
Q4 		$225K Sell
2,772
-1
-0% -$78 0.15% 119
2025
Q3 		$202K Buy
+2,773
New +$181K 0.13% 133

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Certior Financial Group's IAU Position: Q2 2026 in Review

Certior Financial Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,118 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #124.

Certior Financial Group first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $275K in Q1 2026. 862 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Certior Financial Group held 3,118 shares of iShares Gold Trust worth $235K as of Q2 2026.
  • Certior Financial Group left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.13% of Certior Financial Group's portfolio in Q2 2026, its #124 holding.
  • Certior Financial Group first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Certior Financial Group's iShares Gold Trust position peaked at $275K in Q1 2026.
  • 862 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.