CI Investments Inc
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CI Investments Inc’s iShares Gold Trust IAU Stock Holding History

CI Investments Inc’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 		$5.7M Hold
64,617
– – 0.03% 283
2025
Q4 		$5.24M Buy
64,617
+7,000
+12% +$547K 0.02% 292
2025
Q3 		$4.19M Hold
57,617
– – 0.02% 313
2025
Q2 		$3.59M Hold
57,617
– – 0.01% 317
2025
Q1 		$3.4M Hold
57,617
– – 0.01% 326
2024
Q4 		$2.85M Hold
57,617
– – 0.01% 340
2024
Q3 		$2.86M Buy
57,617
+14,000
+32% +$655K 0.01% 335
2024
Q2 		$1.92M Sell
43,617
-9,000
-17% -$398K 0.01% 337
2024
Q1 		$2.21M Sell
52,617
-13,000
-20% -$510K 0.01% 335
2023
Q4 		$2.56M Sell
65,617
-19,000
-22% -$711K 0.01% 311
2023
Q3 		$2.96M Hold
84,617
– – 0.02% 293
2023
Q2 		$3.08M Hold
84,617
– – 0.02% 302
2023
Q1 		$3.16M Sell
84,617
-12,000
-12% -$431K 0.02% 296
2022
Q4 		$3.34M Hold
96,617
– – 0.02% 303
2022
Q3 		$3.05M Hold
96,617
– – 0.02% 314
2022
Q2 		$3.31M Sell
96,617
-14,000
-13% -$498K 0.02% 310
2022
Q1 		$4.07M Buy
110,617
+24,088
+28% +$861K 0.02% 339
2021
Q4 		$3.01M Hold
86,529
– – 0.01% 365
2021
Q3 		$2.89M Hold
86,529
– – 0.01% 385
2021
Q2 		$2.92M Sell
86,529
-27,721
-24% -$958K 0.01% 393
2021
Q1 		$3.71M Sell
114,250
-1,520
-1% -$51.9K 0.02% 319
2020
Q4 		$4.2M Sell
115,770
-57,570
-33% -$2.06M 0.02% 308
2020
Q3 		$6.24M Buy
+173,340
New +$6.33M 0.03% 257

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CI Investments Inc's IAU Position: Q1 2026 in Review

CI Investments Inc held its iShares Gold Trust (IAU) position steady in Q1 2026 at 64,617 shares worth $5.7M. The position accounts for 0.03% of the portfolio, ranked #283.

CI Investments Inc first reported a position in IAU in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.24M in Q3 2020. 1,965 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • CI Investments Inc held 64,617 shares of iShares Gold Trust worth $5.7M as of Q1 2026.
  • CI Investments Inc left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.03% of CI Investments Inc's portfolio in Q1 2026, its #283 holding.
  • CI Investments Inc first reported a position in iShares Gold Trust in Q3 2020 and has held it in 23 quarters since.
  • CI Investments Inc's iShares Gold Trust position peaked at $6.24M in Q3 2020.
  • 1,965 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.