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Coastwise Capital Group’s iShares Gold Trust IAU Stock Holding History

Coastwise Capital 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 		$279K Hold
3,700
– – 0.16% 116
2026
Q1 		$326K Hold
3,700
– – 0.18% 101
2025
Q4 		$300K Buy
+3,700
New +$289K 0.15% 121

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Coastwise Capital Group's IAU Position: Q2 2026 in Review

Coastwise Capital Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,700 shares worth $279K. The position accounts for 0.16% of the portfolio, ranked #116.

Coastwise Capital Group first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $326K in Q1 2026. 447 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Coastwise Capital Group held 3,700 shares of iShares Gold Trust worth $279K as of Q2 2026.
  • Coastwise Capital Group left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.16% of Coastwise Capital Group's portfolio in Q2 2026, its #116 holding.
  • Coastwise Capital Group first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Coastwise Capital Group's iShares Gold Trust position peaked at $326K in Q1 2026.
  • 447 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.