Chicago Partners Investment Group’s iShares Gold Trust IAU Stock Holding History

Chicago Partners Investment Group’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	$5.06M	Buy	66,465 +1,077	+2%	+$91.4K	0.1%	174
2026 Q1	$5.83M	Buy	65,388 +312	+0.5%	+$28.6K	0.13%	142
2025 Q4	$6.1M	Sell	65,076 -700	-1%	-$54.7K	0.15%	131
2025 Q3	$4.91M	Buy	65,776 +856	+1%	+$55.8K	0.13%	151
2025 Q2	$4.15M	Buy	+64,920	New	+$4.02M	0.12%	161
2018 Q4	–	Sell	-658	Closed	-$16K	–	597
2018 Q3	$16K	Hold	658	–	–	﹤0.01%	726
2018 Q2	$16K	Hold	658	–	–	﹤0.01%	706
2018 Q1	$17K	Hold	658	–	–	﹤0.01%	672
2017 Q4	$16K	Hold	658	–	–	﹤0.01%	660
2017 Q3	$16K	Sell	658 -318	-33%	-$7.82K	﹤0.01%	681
2017 Q2	$23K	Buy	+976	New	+$23.6K	0.01%	496

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Chicago Partners Investment Group's IAU Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Gold Trust (IAU) stake by 1.6% in Q2 2026, buying an estimated $91.4K and bringing the position to 66,465 shares worth $5.06M. The position accounts for 0.1% of the portfolio, ranked #174.

Chicago Partners Investment Group first reported a position in IAU in Q2 2017 and has held it in 11 quarters since. The position peaked at $6.1M in Q4 2025. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Chicago Partners Investment Group held 66,465 shares of iShares Gold Trust worth $5.06M as of Q2 2026.
Chicago Partners Investment Group bought 1,077 iShares Gold Trust shares in Q2 2026, an estimated $91.4K.
iShares Gold Trust made up 0.1% of Chicago Partners Investment Group's portfolio in Q2 2026, its #174 holding.
Chicago Partners Investment Group first reported a position in iShares Gold Trust in Q2 2017 and has held it in 11 quarters since.
Chicago Partners Investment Group's iShares Gold Trust position peaked at $6.1M in Q4 2025.
964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.