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Coastal Bridge Advisors’s iShares Gold Trust IAU Stock Holding History

Coastal Bridge 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 		$21.5M Buy
284,111
+828
+0.3% +$70.3K 1.33% 15
2026
Q1 		$25M Buy
283,283
+5,155
+2% +$473K 1.77% 11
2025
Q4 		$22.6M Sell
278,128
-1,487
-0.5% -$116K 1.68% 10
2025
Q3 		$20.3M Buy
279,615
+66,926
+31% +$4.37M 1.54% 10
2025
Q2 		$13.3M Buy
212,689
+4,506
+2% +$279K 1.09% 17
2025
Q1 		$12.3M Buy
208,183
+83,392
+67% +$4.51M 1.11% 16
2024
Q4 		$6.18M Buy
124,791
+443
+0.4% +$22.3K 1.56% 18
2024
Q3 		$6.18M Sell
124,348
-3,590
-3% -$168K 1.53% 16
2024
Q2 		$5.62M Sell
127,938
-1,072
-0.8% -$47.4K 1.4% 18
2024
Q1 		$5.42M Sell
129,010
-325
-0.3% -$12.7K 1.25% 16
2023
Q4 		$5.05M Sell
129,335
-15,130
-10% -$566K 1.29% 17
2023
Q3 		$5.05M Hold
144,465
– – 1.36% 16
2023
Q2 		$5.26M Hold
144,465
– – 1.29% 16
2023
Q1 		$5.4M Sell
144,465
-16,328
-10% -$586K 1.36% 15
2022
Q4 		$5.56M Sell
160,793
-20,448
-11% -$672K 1.58% 14
2022
Q3 		$5.71M Sell
181,241
-83,442
-32% -$2.73M 1.54% 15
2022
Q2 		$9.08M Sell
264,683
-94,875
-26% -$3.38M 2.79% 8
2022
Q1 		$13.2M Sell
359,558
-45,658
-11% -$1.63M 3.05% 9
2021
Q4 		$14.1M Sell
405,216
-49,313
-11% -$1.69M 2.94% 7
2021
Q3 		$15.2M Sell
454,529
-32,082
-7% -$1.09M 3.51% 8
2021
Q2 		$16.4M Sell
486,611
-5,552
-1% -$192K 3.36% 6
2021
Q1 		$16M Sell
492,163
-67,916
-12% -$2.32M 2.93% 7
2020
Q4 		$20.3M Buy
560,079
+179,386
+47% +$6.42M 4.03% 6
2020
Q3 		$13.7M Buy
380,693
+199,600
+110% +$7.29M 4.18% 7
2020
Q2 		$6.3M Buy
181,093
+49,624
+38% +$1.63M 2.01% 8
2020
Q1 		$4.01M Buy
131,469
+49,683
+61% +$1.5M 1.47% 10
2019
Q4 		$2.37M Buy
81,786
+33,997
+71% +$964K 0.62% 21
2019
Q3 		$1.44M Buy
+47,789
New +$1.35M 0.49% 31

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

Coastal Bridge Advisors's IAU Position: Q2 2026 in Review

Coastal Bridge Advisors increased its iShares Gold Trust (IAU) stake by 0.29% in Q2 2026, buying an estimated $70.3K and bringing the position to 284,111 shares worth $21.5M. The position accounts for 1.33% of the portfolio, ranked #15.

Coastal Bridge Advisors first reported a position in IAU in Q3 2019 and has held it in 28 quarters since. The position peaked at $25M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Coastal Bridge Advisors held 284,111 shares of iShares Gold Trust worth $21.5M as of Q2 2026.
  • Coastal Bridge Advisors bought 828 iShares Gold Trust shares in Q2 2026, an estimated $70.3K.
  • iShares Gold Trust made up 1.33% of Coastal Bridge Advisors's portfolio in Q2 2026, its #15 holding.
  • Coastal Bridge Advisors first reported a position in iShares Gold Trust in Q3 2019 and has held it in 28 quarters since.
  • Coastal Bridge Advisors's iShares Gold Trust position peaked at $25M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.