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Cooke Wealth Management’s iShares Gold Trust IAU Stock Holding History

Cooke Wealth 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 		$1.18M Buy
15,583
+1,295
+9% +$110K 0.96% 20
2026
Q1 		$1.26M Sell
14,288
-1,888
-12% -$173K 1.12% 19
2025
Q4 		$1.41M Buy
+16,176
New +$1.27M 1.23% 19

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Cooke Wealth Management's IAU Position: Q2 2026 in Review

Cooke Wealth Management increased its iShares Gold Trust (IAU) stake by 9.1% in Q2 2026, buying an estimated $110K and bringing the position to 15,583 shares worth $1.18M. The position accounts for 0.96% of the portfolio, ranked #20.

Cooke Wealth Management first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.41M in Q4 2025. 1,156 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cooke Wealth Management held 15,583 shares of iShares Gold Trust worth $1.18M as of Q2 2026.
  • Cooke Wealth Management bought 1,295 iShares Gold Trust shares in Q2 2026, an estimated $110K.
  • iShares Gold Trust made up 0.96% of Cooke Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Cooke Wealth Management first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Cooke Wealth Management's iShares Gold Trust position peaked at $1.41M in Q4 2025.
  • 1,156 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cooke Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.