Cobblestone Asset Management’s iShares Gold Trust IAU Stock Holding History

Cobblestone Asset Management’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	$1.47M	Buy	19,520 +3,860	+25%	+$328K	0.61%	29
2026 Q1	$1.38M	Sell	15,660 -31,696	-67%	-$2.91M	0.62%	33
2025 Q4	$3.84M	Sell	47,356 -3,682	-7%	-$288K	1.73%	20
2025 Q3	$3.71M	Buy	51,038 +20,860	+69%	+$1.36M	1.7%	19
2025 Q2	$1.88M	Sell	30,178 -18,699	-38%	-$1.16M	0.99%	22
2025 Q1	$2.88M	Buy	48,877 +24,921	+104%	+$1.35M	1.68%	20
2024 Q4	$1.19M	Buy	+23,956	New	+$1.2M	0.77%	29

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cobblestone Asset Management's IAU Position: Q2 2026 in Review

Cobblestone Asset Management increased its iShares Gold Trust (IAU) stake by 25% in Q2 2026, buying an estimated $328K and bringing the position to 19,520 shares worth $1.47M. The position accounts for 0.61% of the portfolio, ranked #29.

Cobblestone Asset Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.84M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Cobblestone Asset Management held 19,520 shares of iShares Gold Trust worth $1.47M as of Q2 2026.
Cobblestone Asset Management bought 3,860 iShares Gold Trust shares in Q2 2026, an estimated $328K.
iShares Gold Trust made up 0.61% of Cobblestone Asset Management's portfolio in Q2 2026, its #29 holding.
Cobblestone Asset Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Cobblestone Asset Management's iShares Gold Trust position peaked at $3.84M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cobblestone Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.