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Cobblestone Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Cobblestone Capital 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
2025
Q3 		$5.07M Hold
69,642
– – 0.24% 57
2025
Q2 		$4.34M Hold
69,642
– – 0.22% 59
2025
Q1 		$4.11M Buy
69,642
+492
+0.7% +$26.6K 0.22% 59
2024
Q4 		$3.42M Hold
69,150
– – 0.19% 60
2024
Q3 		$3.44M Hold
69,150
– – 0.19% 58
2024
Q2 		$3.04M Sell
69,150
-1,494
-2% -$66K 0.19% 58
2024
Q1 		$2.97M Sell
70,644
-697
-1% -$27.3K 0.19% 58
2023
Q4 		$2.78M Sell
71,341
-406
-0.6% -$15.2K 0.18% 63
2023
Q3 		$2.51M Sell
71,747
-95
-0.1% -$3.47K 0.19% 58
2023
Q2 		$2.61M Buy
71,842
+501
+0.7% +$18.8K 0.18% 58
2023
Q1 		$2.67M Hold
71,341
– – 0.2% 58
2022
Q4 		$2.47M Hold
71,341
– – 0.19% 63
2022
Q3 		$2.25M Buy
71,341
+1,494
+2% +$49K 0.19% 57
2022
Q2 		$2.4M Sell
69,847
-351
-0.5% -$12.5K 0.18% 60
2022
Q1 		$2.58M Hold
70,198
– – 0.18% 62
2021
Q4 		$2.44M Sell
70,198
-373
-0.5% -$12.7K 0.16% 65
2021
Q3 		$2.36M Sell
70,571
-3
-0% -$102 0.16% 64
2021
Q2 		$2.38M Buy
70,574
+318
+0.5% +$11K 0.16% 66
2021
Q1 		$2.29M Buy
70,256
+35
+0% +$1.2K 0.17% 66
2020
Q4 		$2.55M Buy
70,221
+823
+1% +$29.5K 0.2% 60
2020
Q3 		$2.5M Buy
69,398
+8,000
+13% +$292K 0.22% 57
2020
Q2 		$2.09M Buy
+61,398
New +$2.01M 0.19% 65

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Cobblestone Capital Advisors's IAU Position: Q3 2025 in Review

Cobblestone Capital Advisors held its iShares Gold Trust (IAU) position steady in Q3 2025 at 69,642 shares worth $5.07M. The position accounts for 0.24% of the portfolio, ranked #57.

Cobblestone Capital Advisors first reported a position in IAU in Q2 2020 and has held it in 22 quarters since. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Cobblestone Capital Advisors held 69,642 shares of iShares Gold Trust worth $5.07M as of Q3 2025.
  • Cobblestone Capital Advisors left its iShares Gold Trust share count unchanged in Q3 2025.
  • iShares Gold Trust made up 0.24% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #57 holding.
  • Cobblestone Capital Advisors first reported a position in iShares Gold Trust in Q2 2020 and has held it in 22 quarters since.
  • 1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.