Coastwise Capital Group
IAU icon

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
Q3 		$289K Hold
3,700
– – 0.17% 114
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Coastwise Capital Group's IAU Position: Q3 2026 in Review

Coastwise Capital Group held its iShares Gold Trust (IAU) position steady in Q3 2026 at 3,700 shares worth $289K. The position accounts for 0.17% of the portfolio, ranked #114.

Coastwise Capital Group first reported a position in IAU in Q4 2025 and has held it in 4 quarters since. The position peaked at $326K in Q1 2026. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Coastwise Capital Group held 3,700 shares of iShares Gold Trust worth $289K as of Q3 2026.
  • Coastwise Capital Group left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.17% of Coastwise Capital Group's portfolio in Q3 2026, its #114 holding.
  • Coastwise Capital Group first reported a position in iShares Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Coastwise Capital Group's iShares Gold Trust position peaked at $326K in Q1 2026.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Coastwise Capital Group's 13F filing for Q3 2026, filed 12 Nov 2026.