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Certuity’s iShares Gold Trust IAU Stock Holding History

Certuity’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 		$1.82M Sell
20,667
-227
-1% -$20.8K 0.12% 113
2025
Q4 		$1.7M Buy
20,894
+1,349
+7% +$105K 0.11% 119
2025
Q3 		$1.42M Buy
19,545
+11
+0.1% +$718 0.1% 126
2025
Q2 		$1.22M Hold
19,534
– – 0.11% 110
2025
Q1 		$1.15M Buy
19,534
+1,650
+9% +$89.3K 0.12% 112
2024
Q4 		$885K Sell
17,884
-2,723
-13% -$137K 0.1% 122
2024
Q3 		$1.02M Buy
20,607
+14,139
+219% +$662K 0.11% 128
2024
Q2 		$284K Buy
+6,468
New +$286K 0.02% 270
2022
Q3 		– Sell
-11,612
Closed -$398K – 219
2022
Q2 		$398K Sell
11,612
-27,826
-71% -$990K 0.1% 112
2022
Q1 		$1.45M Buy
39,438
+3,144
+9% +$112K 0.31% 54
2021
Q4 		$1.26M Sell
36,294
-27,216
-43% -$930K 0.27% 59
2021
Q3 		$2.12M Buy
63,510
+35,981
+131% +$1.23M 0.42% 44
2021
Q2 		$928K Sell
27,529
-12
-0% -$415 0.21% 71
2021
Q1 		$896K Buy
27,541
+226
+0.8% +$7.72K 0.24% 66
2020
Q4 		$990K Buy
27,315
+3,087
+13% +$110K 0.32% 51
2020
Q3 		$872K Buy
24,228
+325
+1% +$11.9K 0.34% 46
2020
Q2 		$812K Buy
23,903
+290
+1% +$9.5K 0.38% 47
2020
Q1 		$712K Sell
23,613
-37
-0.2% -$1.12K 0.39% 47
2019
Q4 		$686K Buy
+23,650
New +$671K 0.33% 57

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Certuity's IAU Position: Q1 2026 in Review

Certuity reduced its iShares Gold Trust (IAU) stake by 1.1% in Q1 2026, selling an estimated $20.8K and leaving 20,667 shares worth $1.82M. The position accounts for 0.12% of the portfolio, ranked #113.

Certuity first reported a position in IAU in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.12M in Q3 2021. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Certuity held 20,667 shares of iShares Gold Trust worth $1.82M as of Q1 2026.
  • Certuity sold 227 iShares Gold Trust shares in Q1 2026, an estimated $20.8K.
  • iShares Gold Trust made up 0.12% of Certuity's portfolio in Q1 2026, its #113 holding.
  • Certuity first reported a position in iShares Gold Trust in Q4 2019 and has held it in 19 quarters since.
  • Certuity's iShares Gold Trust position peaked at $2.12M in Q3 2021.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.