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CJM Wealth Advisers’s iShares Gold Trust IAU Stock Holding History

CJM Wealth Advisers’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 		$1.47M Buy
19,447
+6,633
+52% +$563K 0.39% 27
2026
Q1 		$1.13M Buy
12,814
+2,903
+29% +$266K 0.34% 31
2025
Q4 		$804K Buy
9,911
+6,788
+217% +$531K 0.24% 33
2025
Q3 		$227K Buy
+3,123
New +$204K 0.07% 67

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CJM Wealth Advisers's IAU Position: Q2 2026 in Review

CJM Wealth Advisers increased its iShares Gold Trust (IAU) stake by 52% in Q2 2026, buying an estimated $563K and bringing the position to 19,447 shares worth $1.47M. The position accounts for 0.39% of the portfolio, ranked #27.

CJM Wealth Advisers first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • CJM Wealth Advisers held 19,447 shares of iShares Gold Trust worth $1.47M as of Q2 2026.
  • CJM Wealth Advisers bought 6,633 iShares Gold Trust shares in Q2 2026, an estimated $563K.
  • iShares Gold Trust made up 0.39% of CJM Wealth Advisers's portfolio in Q2 2026, its #27 holding.
  • CJM Wealth Advisers first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • 457 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.