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Cornerstone Wealth Group’s iShares Gold Trust IAU Stock Holding History

Cornerstone Wealth 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
Q1 		$204K Buy
+2,314
New +$212K 0.01% 433
2022
Q4 		– Sell
-8,955
Closed -$282K – 141
2022
Q3 		$282K Hold
8,955
– – 0.06% 108
2022
Q2 		$307K Sell
8,955
-1,088
-11% -$38.7K 0.06% 109
2022
Q1 		$370K Sell
10,043
-50
-0.5% -$1.79K 0.07% 123
2021
Q4 		$351K Buy
+10,093
New +$345K 0.06% 126

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

Cornerstone Wealth Group's IAU Position: Q1 2026 in Review

Cornerstone Wealth Group opened a new position in iShares Gold Trust (IAU) in Q1 2026: 2,314 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in IAU as recently as Q3 2022.

Cornerstone Wealth Group first reported a position in IAU in Q4 2021 and has held it in 5 quarters since. The position peaked at $370K in Q1 2022. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Cornerstone Wealth Group held 2,314 shares of iShares Gold Trust worth $204K as of Q1 2026.
  • iShares Gold Trust was a new Cornerstone Wealth Group position in Q1 2026.
  • iShares Gold Trust made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #433 holding.
  • Cornerstone Wealth Group first reported a position in iShares Gold Trust in Q4 2021 and has held it in 5 quarters since.
  • Cornerstone Wealth Group's iShares Gold Trust position peaked at $370K in Q1 2022.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.