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Cooper/Haims Advisors’s iShares Gold Trust IAU Stock Holding History

Cooper/Haims 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
2026
Q1 		$577K Hold
6,548
– – 0.27% 42
2025
Q4 		$532K Hold
6,548
– – 0.24% 43
2025
Q3 		$476K Buy
+6,548
New +$427K 0.22% 46

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cooper/Haims Advisors's IAU Position: Q1 2026 in Review

Cooper/Haims Advisors held its iShares Gold Trust (IAU) position steady in Q1 2026 at 6,548 shares worth $577K. The position accounts for 0.27% of the portfolio, ranked #42.

Cooper/Haims Advisors first reported a position in IAU in Q3 2025 and has held it in 3 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Cooper/Haims Advisors held 6,548 shares of iShares Gold Trust worth $577K as of Q1 2026.
  • Cooper/Haims Advisors left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.27% of Cooper/Haims Advisors's portfolio in Q1 2026, its #42 holding.
  • Cooper/Haims Advisors first reported a position in iShares Gold Trust in Q3 2025 and has held it in 3 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.