CIBC Private Wealth Group
IAU icon

CIBC Private Wealth Group’s iShares Gold Trust IAU Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$222M Buy
2,735,976
+84,544
+3% +$6.61M 0.38% 72
2025
Q3 		$193M Buy
2,651,432
+98,811
+4% +$6.45M 0.33% 83
2025
Q2 		$159M Sell
2,552,621
-99,153
-4% -$6.14M 0.28% 93
2025
Q1 		$149M Buy
2,651,774
+141,688
+6% +$7.66M 0.32% 88
2024
Q4 		$126M Buy
2,510,086
+148,099
+6% +$7.44M 0.23% 105
2024
Q3 		$117M Buy
2,361,987
+116,896
+5% +$5.47M 0.21% 114
2024
Q2 		$100M Buy
2,245,091
+146,568
+7% +$6.48M 0.19% 121
2024
Q1 		$89.1M Buy
2,098,523
+98,023
+5% +$3.84M 0.17% 128
2023
Q4 		$78.1M Buy
2,000,500
+144,014
+8% +$5.39M 0.17% 128
2023
Q3 		$65M Buy
1,856,486
+74,640
+4% +$2.72M 0.15% 129
2023
Q2 		$64.8M Buy
1,781,846
+361,561
+25% +$13.6M 0.14% 141
2023
Q1 		$69.1M Buy
1,420,285
+414,081
+41% +$14.9M 0.15% 142
2022
Q4 		$32.8M Buy
1,006,204
+386,161
+62% +$12.7M 0.11% 125
2022
Q3 		$19.6M Buy
620,043
+303,081
+96% +$9.93M 0.05% 232
2022
Q2 		$10.9M Sell
316,962
-26,645
-8% -$948K 0.03% 296
2022
Q1 		$12.7M Buy
343,607
+30,817
+10% +$1.1M 0.03% 301
2021
Q4 		$10.9M Buy
312,790
+8,452
+3% +$289K 0.02% 321
2021
Q3 		$10.2M Sell
304,338
-8,415
-3% -$287K 0.02% 326
2021
Q2 		$10.5M Buy
312,753
+16,610
+6% +$574K 0.02% 333
2021
Q1 		$9.63M Sell
296,143
-22,580
-7% -$772K 0.02% 332
2020
Q4 		$11.6M Sell
318,723
-2,012
-0.6% -$72K 0.03% 311
2020
Q3 		$11.5M Buy
320,735
+59,850
+23% +$2.19M 0.04% 281
2020
Q2 		$8.87M Sell
260,885
-49,332
-16% -$1.62M 0.04% 247
2020
Q1 		$9.35M Buy
310,217
+8,159
+3% +$247K 0.04% 254
2019
Q4 		$8.76M Buy
302,058
+4,928
+2% +$140K 0.03% 306
2019
Q3 		$8.38M Buy
297,130
+2,054
+0.7% +$57.9K 0.03% 300
2019
Q2 		$7.97M Sell
295,076
-1,846
-0.6% -$46.3K 0.03% 318
2019
Q1 		$7.35M Buy
296,922
+3,339
+1% +$83.4K 0.03% 319
2018
Q4 		$7.22M Sell
293,583
-7,386
-2% -$174K 0.03% 299
2018
Q3 		$6.88M Sell
300,969
-1,453
-0.5% -$33.8K 0.03% 339
2018
Q2 		$7.27M Buy
302,422
+5,769
+2% +$145K 0.03% 315
2018
Q1 		$7.55M Buy
296,653
+153,997
+108% +$3.93M 0.03% 310
2017
Q4 		$3.57M Sell
142,656
-167,127
-54% -$4.1M 0.02% 390
2017
Q3 		$7.63M Buy
309,783
+41,316
+15% +$1.02M 0.03% 303
2017
Q2 		$6.41M Sell
268,467
-9,505
-3% -$230K 0.04% 262
2017
Q1 		$6.68M Sell
277,972
-2,188
-0.8% -$51.4K 0.04% 259
2016
Q4 		$6.21M Buy
280,160
+48,072
+21% +$1.13M 0.04% 259
2016
Q3 		$5.89M Buy
232,088
+29,084
+14% +$748K 0.04% 262
2016
Q2 		$5.18M Buy
203,004
+879
+0.4% +$21.4K 0.04% 267
2016
Q1 		$4.8M Buy
202,125
+2,175
+1% +$49.8K 0.04% 273
2015
Q4 		$4.09M Sell
199,950
-11,585
-5% -$247K 0.03% 288
2015
Q3 		$4.56M Sell
211,535
-2,095
-1% -$45.5K 0.04% 279
2015
Q2 		$4.84M Sell
213,630
-12,772
-6% -$295K 0.04% 293
2015
Q1 		$5.18M Buy
226,402
+7,121
+3% +$168K 0.04% 285
2014
Q4 		$5.02M Buy
219,281
+4,770
+2% +$111K 0.04% 283
2014
Q3 		$5.02M Buy
214,511
+9,587
+5% +$238K 0.04% 278
2014
Q2 		$5.28M Buy
204,924
+1,643
+0.8% +$41.1K 0.04% 267
2014
Q1 		$5.08M Buy
+203,281
New +$5.1M 0.04% 260

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CIBC Private Wealth Group's IAU Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares Gold Trust (IAU) stake by 3.2% in Q4 2025, buying an estimated $6.61M and bringing the position to 2,735,976 shares worth $222M. The position accounts for 0.38% of the portfolio, ranked #72.

CIBC Private Wealth Group first reported a position in IAU in Q1 2014 and has held it in 48 quarters since. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • CIBC Private Wealth Group held 2,735,976 shares of iShares Gold Trust worth $222M as of Q4 2025.
  • CIBC Private Wealth Group bought 84,544 iShares Gold Trust shares in Q4 2025, an estimated $6.61M.
  • iShares Gold Trust made up 0.38% of CIBC Private Wealth Group's portfolio in Q4 2025, its #72 holding.
  • CIBC Private Wealth Group first reported a position in iShares Gold Trust in Q1 2014 and has held it in 48 quarters since.
  • 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.