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CGN Advisors’s iShares Gold Trust IAU Stock Holding History

CGN Advisors’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 		$556K Buy
7,360
+231
+3% +$19.6K 0.04% 220
2026
Q1 		$628K Buy
7,129
+92
+1% +$8.44K 0.05% 207
2025
Q4 		$571K Buy
7,037
+476
+7% +$37.2K 0.05% 215
2025
Q3 		$477K Buy
6,561
+309
+5% +$20.2K 0.04% 218
2025
Q2 		$390K Sell
6,252
-876
-12% -$54.3K 0.03% 235
2025
Q1 		$420K Sell
7,128
-8
-0.1% -$433 0.04% 228
2024
Q4 		$353K Buy
7,136
+2,609
+58% +$131K 0.03% 237
2024
Q3 		$225K Sell
4,527
-560
-11% -$26.2K 0.02% 266
2024
Q2 		$223K Sell
5,087
-1,120
-18% -$49.5K 0.03% 255
2024
Q1 		$261K Sell
6,207
-2,525
-29% -$99K 0.03% 230
2023
Q4 		$341K Buy
8,732
+111
+1% +$4.15K 0.05% 202
2023
Q3 		$302K Buy
8,621
+45
+0.5% +$1.64K 0.04% 213
2023
Q2 		$312K Buy
8,576
+794
+10% +$29.8K 0.04% 191
2023
Q1 		$291K Sell
7,782
-594
-7% -$21.3K 0.05% 196
2022
Q4 		$290K Sell
8,376
-826
-9% -$27.1K 0.05% 192
2022
Q3 		$290K Sell
9,202
-263
-3% -$8.62K 0.07% 190
2022
Q2 		$325K Sell
9,465
-358
-4% -$12.7K 0.09% 175
2022
Q1 		$362K Buy
9,823
+356
+4% +$12.7K 0.09% 173
2021
Q4 		$330K Buy
9,467
+161
+2% +$5.5K 0.09% 176
2021
Q3 		$311K Hold
9,306
– – 0.1% 161
2021
Q2 		$314K Buy
9,306
+82
+0.9% +$2.83K 0.1% 171
2021
Q1 		$300K Sell
9,224
-3,041
-25% -$104K 0.11% 161
2020
Q4 		$445K Buy
+12,265
New +$439K 0.18% 120

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

CGN Advisors's IAU Position: Q2 2026 in Review

CGN Advisors increased its iShares Gold Trust (IAU) stake by 3.2% in Q2 2026, buying an estimated $19.6K and bringing the position to 7,360 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #220.

CGN Advisors first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $628K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • CGN Advisors held 7,360 shares of iShares Gold Trust worth $556K as of Q2 2026.
  • CGN Advisors bought 231 iShares Gold Trust shares in Q2 2026, an estimated $19.6K.
  • iShares Gold Trust made up 0.04% of CGN Advisors's portfolio in Q2 2026, its #220 holding.
  • CGN Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • CGN Advisors's iShares Gold Trust position peaked at $628K in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.