Clear Creek Financial Management’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.57M Buy
113,506
+6,580
+6% +$559K 0.55% 41
2026
Q1
$9.43M Sell
106,926
-9,266
-8% -$850K 0.72% 26
2025
Q4
$9.43M Buy
116,192
+3,924
+3% +$307K 0.77% 24
2025
Q3
$8.17M Buy
112,268
+23,628
+27% +$1.54M 0.71% 27
2025
Q2
$5.53M Buy
88,640
+74,933
+547% +$4.64M 0.53% 38
2025
Q1
$808K Buy
13,707
+714
+5% +$38.6K 0.08% 223
2024
Q4
$643K Buy
12,993
+32
+0.2% +$1.61K 0.07% 252
2024
Q3
$644K Sell
12,961
-464
-3% -$21.7K 0.07% 223
2024
Q2
$590K Buy
13,425
+200
+2% +$8.84K 0.07% 230
2024
Q1
$556K Buy
13,225
+579
+5% +$22.7K 0.07% 226
2023
Q4
$494K Buy
+12,646
New +$473K 0.08% 198

Other funds holding IAU

Clear Creek Financial Management's IAU Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares Gold Trust (IAU) stake by 6.2% in Q2 2026, buying an estimated $559K and bringing the position to 113,506 shares worth $8.57M. The position accounts for 0.55% of the portfolio, ranked #41.

Clear Creek Financial Management first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.43M in Q4 2025. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Clear Creek Financial Management held 113,506 shares of iShares Gold Trust worth $8.57M as of Q2 2026.
  • Clear Creek Financial Management bought 6,580 iShares Gold Trust shares in Q2 2026, an estimated $559K.
  • iShares Gold Trust made up 0.55% of Clear Creek Financial Management's portfolio in Q2 2026, its #41 holding.
  • Clear Creek Financial Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Clear Creek Financial Management's iShares Gold Trust position peaked at $9.43M in Q4 2025.
  • 1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.