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CKW Financial Group’s iShares Gold Trust IAU Stock Holding History

CKW Financial 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 		$5K Buy
64
+55
+611% +$4.67K ﹤0.01% 132
2026
Q1 		$1K Hold
9
– – ﹤0.01% 136
2025
Q4 		$1K Hold
9
– – ﹤0.01% 162
2025
Q3 		$1K Hold
9
– – ﹤0.01% 162
2025
Q2 		$1K Hold
9
– – ﹤0.01% 163
2025
Q1 		$1K Hold
9
– – ﹤0.01% 169
2024
Q4 		$0 Hold
9
– – ﹤0.01% 243
2024
Q3 		$0 Hold
9
– – ﹤0.01% 220
2024
Q2 		$0 Buy
+9
New +$398 ﹤0.01% 220

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CKW Financial Group's IAU Position: Q2 2026 in Review

CKW Financial Group increased its iShares Gold Trust (IAU) stake by 611% in Q2 2026, buying an estimated $4.67K and bringing the position to 64 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #132.

CKW Financial Group first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • CKW Financial Group held 64 shares of iShares Gold Trust worth $5K as of Q2 2026.
  • CKW Financial Group bought 55 iShares Gold Trust shares in Q2 2026, an estimated $4.67K.
  • iShares Gold Trust made up ﹤0.01% of CKW Financial Group's portfolio in Q2 2026, its #132 holding.
  • CKW Financial Group first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on CKW Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.