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Comprehensive Money Management Services’s iShares Gold Trust IAU Stock Holding History

Comprehensive Money Management 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 		$1.36M Sell
18,070
-2,010
-10% -$171K 0.86% 32
2026
Q1 		$1.77M Sell
20,080
-1,112
-5% -$102K 1.16% 18
2025
Q4 		$1.72M Sell
21,192
-2,581
-11% -$202K 1.19% 19
2025
Q3 		$1.73M Sell
23,773
-2,194
-8% -$143K 1.22% 16
2025
Q2 		$1.62M Sell
25,967
-1,506
-5% -$93.3K 1.23% 16
2025
Q1 		$1.62M Sell
27,473
-1,400
-5% -$75.7K 1.31% 13
2024
Q4 		$1.43M Buy
+28,873
New +$1.45M 1.18% 19

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

Comprehensive Money Management Services's IAU Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its iShares Gold Trust (IAU) stake by 10% in Q2 2026, selling an estimated $171K and leaving 18,070 shares worth $1.36M. The position accounts for 0.86% of the portfolio, ranked #32.

Comprehensive Money Management Services first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Comprehensive Money Management Services held 18,070 shares of iShares Gold Trust worth $1.36M as of Q2 2026.
  • Comprehensive Money Management Services sold 2,010 iShares Gold Trust shares in Q2 2026, an estimated $171K.
  • iShares Gold Trust made up 0.86% of Comprehensive Money Management Services's portfolio in Q2 2026, its #32 holding.
  • Comprehensive Money Management Services first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Money Management Services's iShares Gold Trust position peaked at $1.77M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.