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Community Financial Services Group’s iShares Gold Trust IAU Stock Holding History

Community Financial Services 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 		$212K Hold
2,796
– – 0.03% 123
2026
Q1 		$251K Buy
+2,796
New +$256K 0.04% 107

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Community Financial Services Group's IAU Position: Q2 2026 in Review

Community Financial Services Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 2,796 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #123.

Community Financial Services Group first reported a position in IAU in Q1 2026 and has held it in 2 quarters since. The position peaked at $251K in Q1 2026. 399 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Community Financial Services Group held 2,796 shares of iShares Gold Trust worth $212K as of Q2 2026.
  • Community Financial Services Group left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #123 holding.
  • Community Financial Services Group first reported a position in iShares Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's iShares Gold Trust position peaked at $251K in Q1 2026.
  • 399 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.