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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
Q2 		– Sell
-2,314
Closed -$204K – 513
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 $1.55T 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

Cornerstone Wealth Group's IAU Position: Q2 2026 in Review

Cornerstone Wealth Group sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,314 shares — an estimated $204K sold.

Cornerstone Wealth Group first reported a position in IAU in Q4 2021 and held it in 5 quarters. The position peaked at $370K in Q1 2022. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cornerstone Wealth Group reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Group sold 2,314 iShares Gold Trust shares in Q2 2026, an estimated $204K.
  • Cornerstone Wealth Group first reported a position in iShares Gold Trust in Q4 2021 and held it in 5 quarters.
  • Cornerstone Wealth Group's iShares Gold Trust position peaked at $370K in Q1 2022.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.