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Commonwealth Financial Services’s iShares Gold Trust IAU Stock Holding History

Commonwealth Financial Services’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 		$214K Hold
2,834
– – 0.03% 280
2026
Q1 		$250K Hold
2,834
– – 0.04% 211
2025
Q4 		$230K Hold
2,834
– – 0.04% 204
2025
Q3 		$206K Buy
+2,834
New +$185K 0.04% 215
2025
Q2 		– Sell
-3,795
Closed -$224K – 219
2025
Q1 		$224K Buy
+3,795
New +$205K 0.05% 181

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

Commonwealth Financial Services's IAU Position: Q2 2026 in Review

Commonwealth Financial Services held its iShares Gold Trust (IAU) position steady in Q2 2026 at 2,834 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #280.

Commonwealth Financial Services first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. The position peaked at $250K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Commonwealth Financial Services held 2,834 shares of iShares Gold Trust worth $214K as of Q2 2026.
  • Commonwealth Financial Services left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #280 holding.
  • Commonwealth Financial Services first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • Commonwealth Financial Services's iShares Gold Trust position peaked at $250K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.