CFS Investment Advisory Services’s iShares Gold Trust IAU Stock Holding History

CFS Investment Advisory Services’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	$389K	Buy	5,024 +387	+8%	+$32.9K	0.03%	283
2026 Q1	$424K	Sell	4,637 -623	-12%	-$57.1K	0.03%	265
2025 Q4	$427K	Buy	5,260 +324	+7%	+$25.3K	0.03%	250
2025 Q3	$382K	Buy	4,936 +52	+1%	+$3.39K	0.03%	258
2025 Q2	$305K	Sell	4,884 -41	-0.8%	-$2.54K	0.03%	275
2025 Q1	$290K	Buy	4,925 +855	+21%	+$46.3K	0.03%	267
2024 Q4	$202K	Buy	+4,070	New	+$205K	0.02%	293
2020 Q4	$2.12M	Buy	+58,507	New	+$2.09M	0.34%	65

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

CFS Investment Advisory Services's IAU Position: Q2 2026 in Review

CFS Investment Advisory Services increased its iShares Gold Trust (IAU) stake by 8.3% in Q2 2026, buying an estimated $32.9K and bringing the position to 5,024 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #283.

CFS Investment Advisory Services first reported a position in IAU in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.12M in Q4 2020. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

CFS Investment Advisory Services held 5,024 shares of iShares Gold Trust worth $389K as of Q2 2026.
CFS Investment Advisory Services bought 387 iShares Gold Trust shares in Q2 2026, an estimated $32.9K.
iShares Gold Trust made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #283 holding.
CFS Investment Advisory Services first reported a position in iShares Gold Trust in Q4 2020 and has held it in 8 quarters since.
CFS Investment Advisory Services's iShares Gold Trust position peaked at $2.12M in Q4 2020.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.