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Charter Oak Capital Management’s iShares Gold Trust IAU Stock Holding History

Charter Oak Capital Management’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
-2,583
Closed -$210K – 213
2025
Q4 		$210K Buy
+2,583
New +$202K 0.02% 202

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

Charter Oak Capital Management's IAU Position: Q1 2026 in Review

Charter Oak Capital Management sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 2,583 shares — an estimated $210K sold.

Charter Oak Capital Management first reported a position in IAU in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Charter Oak Capital Management reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Charter Oak Capital Management sold 2,583 iShares Gold Trust shares in Q1 2026, an estimated $210K.
  • Charter Oak Capital Management first reported a position in iShares Gold Trust in Q4 2025 and held it in 1 quarter.
  • Charter Oak Capital Management's iShares Gold Trust position peaked at $210K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.