CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	–	Sell	-15,492	Closed	-$1.37M	–	259
2026 Q1	$1.37M	Buy	15,492 +43	+0.3%	+$3.94K	0.02%	158
2025 Q4	$1.25M	Buy	15,449 +93	+0.6%	+$7.27K	0.02%	151
2025 Q3	$1.12M	Hold	15,356	–	–	0.02%	157
2025 Q2	$958K	Buy	15,356 +2,455	+19%	+$152K	0.02%	166
2025 Q1	$761K	Buy	12,901 +28	+0.2%	+$1.51K	0.01%	163
2024 Q4	$637K	Sell	12,873 -39	-0.3%	-$1.96K	0.01%	161
2024 Q3	$642K	Sell	12,912 -262	-2%	-$12.3K	0.01%	158
2024 Q2	$579K	Sell	13,174 -158	-1%	-$6.98K	0.01%	155
2024 Q1	$560K	Buy	13,332 +515	+4%	+$20.2K	0.01%	158
2023 Q4	$500K	Sell	12,817 -73	-0.6%	-$2.73K	0.01%	166
2023 Q3	$451K	Buy	12,890 +8	+0.1%	+$292	0.01%	160
2023 Q2	$469K	Hold	12,882	–	–	0.01%	161
2023 Q1	$481K	Sell	12,882 -51	-0.4%	-$1.83K	0.01%	164
2022 Q4	$447K	Buy	+12,933	New	+$425K	0.02%	172
2022 Q3	–	Sell	-15,623	Closed	-$536K	–	108
2022 Q2	$536K	Sell	15,623 -542	-3%	-$19.3K	0.02%	160
2022 Q1	$595K	Sell	16,165 -1,955	-11%	-$69.8K	0.02%	166
2021 Q4	$631K	Sell	18,120 -445	-2%	-$15.2K	0.02%	151
2021 Q3	$620K	Buy	18,565 +156	+0.8%	+$5.32K	0.02%	198
2021 Q2	$621K	Buy	18,409 +5,499	+43%	+$190K	0.03%	203
2021 Q1	$420K	Buy	12,910 +5,576	+76%	+$191K	0.02%	158
2020 Q4	$266K	Buy	7,334 +1,054	+17%	+$37.7K	0.01%	159
2020 Q3	$226K	Buy	6,280 +52	+0.8%	+$1.9K	0.01%	152
2020 Q2	$212K	Buy	+6,228	New	+$204K	0.01%	154
2018 Q4	–	Sell	-9,833	Closed	-$225K	–	136
2018 Q3	$225K	Sell	9,833 -90	-0.9%	-$2.09K	0.02%	125
2018 Q2	$239K	Buy	9,923 +90	+0.9%	+$2.26K	0.02%	124
2018 Q1	$250K	Hold	9,833	–	–	0.03%	126
2017 Q4	$246K	Hold	9,833	–	–	0.03%	122
2017 Q3	$242K	Sell	9,833 -181	-2%	-$4.45K	0.03%	130
2017 Q2	$239K	Sell	10,014 -4,460	-31%	-$108K	0.03%	130
2017 Q1	$348K	Sell	14,474 -84	-0.6%	-$1.97K	0.04%	128
2016 Q4	$323K	Sell	14,558 -6,595	-31%	-$155K	0.04%	122
2016 Q3	$537K	Sell	21,153 -2,658	-11%	-$68.4K	0.07%	109
2016 Q2	$608K	Sell	23,811 -181	-0.8%	-$4.4K	0.09%	92
2016 Q1	$570K	Sell	23,992 -6,170	-20%	-$141K	0.09%	88
2015 Q4	$617K	Sell	30,162 -29,568	-50%	-$631K	0.1%	95
2015 Q3	$1.29M	Buy	59,730 +35,715	+149%	+$776K	0.24%	63
2015 Q2	$545K	Sell	24,015 -325	-1%	-$7.5K	0.11%	102
2015 Q1	$557K	Sell	24,340 -6,768	-22%	-$160K	0.12%	78
2014 Q4	$712K	Sell	31,108 -11,295	-27%	-$263K	0.15%	64
2014 Q3	$992K	Sell	42,403 -1,165	-3%	-$28.9K	0.21%	53
2014 Q2	$1.12M	Sell	43,568 -5,281	-11%	-$132K	0.22%	54
2014 Q1	$1.22M	Sell	48,849 -6,090	-11%	-$153K	0.27%	54
2013 Q4	$1.28M	Sell	54,939 -17,631	-24%	-$435K	0.32%	53
2013 Q3	$1.87M	Buy	+72,570	New	+$1.87M	0.51%	40

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IAU Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 15,492 shares — an estimated $1.37M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IAU in Q3 2013 and held it in 44 quarters. The position peaked at $1.87M in Q3 2013. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 15,492 iShares Gold Trust shares in Q2 2026, an estimated $1.37M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Gold Trust in Q3 2013 and held it in 44 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares Gold Trust position peaked at $1.87M in Q3 2013.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.