CM Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

CM 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 Q1	$1.85M	Hold	21,033	–	–	0.39%	29
2025 Q4	$1.71M	Hold	21,033	–	–	0.39%	31
2025 Q3	$1.53M	Buy	+21,033	New	+$1.37M	0.4%	26

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CM Wealth Advisors's IAU Position: Q1 2026 in Review

CM Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q1 2026 at 21,033 shares worth $1.85M. The position accounts for 0.39% of the portfolio, ranked #29.

CM Wealth Advisors first reported a position in IAU in Q3 2025 and has held it in 3 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

CM Wealth Advisors held 21,033 shares of iShares Gold Trust worth $1.85M as of Q1 2026.
CM Wealth Advisors left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.39% of CM Wealth Advisors's portfolio in Q1 2026, its #29 holding.
CM Wealth Advisors first reported a position in iShares Gold Trust in Q3 2025 and has held it in 3 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.