Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Gold Trust IAU Stock Holding History

Cetera Investment Advisers’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 		– Sell
-100
Closed -$55 – 4875
2025
Q4 		$55 Buy
+100
New +$7.82K ﹤0.01% 4676

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 22.96% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cetera Investment Advisers's IAU Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Gold Trust (IAU) stake by 4.3% in Q2 2026, buying an estimated $5.06M and bringing the position to 1,433,117 shares worth $108M. The position accounts for 0.1% of the portfolio, ranked #205.

Cetera Investment Advisers first reported a position in IAU in Q2 2016 and has held it in 41 quarters since. The position peaked at $188M in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cetera Investment Advisers held 1,433,117 shares of iShares Gold Trust worth $108M as of Q2 2026.
  • Cetera Investment Advisers bought 59,581 iShares Gold Trust shares in Q2 2026, an estimated $5.06M.
  • iShares Gold Trust made up 0.1% of Cetera Investment Advisers's portfolio in Q2 2026, its #205 holding.
  • Cetera Investment Advisers first reported a position in iShares Gold Trust in Q2 2016 and has held it in 41 quarters since.
  • Cetera Investment Advisers's iShares Gold Trust position peaked at $188M in Q4 2025.
  • 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.