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

Cornerstone 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 		$354K Buy
4,687
+502
+12% +$42.6K 0.02% 563
2026
Q1 		$369K Buy
4,185
+132
+3% +$12.1K 0.02% 523
2025
Q4 		$329K Sell
4,053
-89
-2% -$6.96K 0.02% 520
2025
Q3 		$301K Buy
4,142
+269
+7% +$17.5K 0.02% 528
2025
Q2 		$241K Buy
3,873
+168
+5% +$10.4K 0.01% 571
2025
Q1 		$218K Buy
+3,705
New +$200K 0.01% 561
2019
Q3 		– Sell
-43,077
Closed -$1.16M – 357
2019
Q2 		$1.16M Sell
43,077
-2,699
-6% -$67.6K 0.21% 103
2019
Q1 		$1.97M Buy
45,776
+549
+1% +$13.7K 0.24% 106
2018
Q4 		$1.11M Sell
45,227
-82,895
-65% -$1.95M 0.24% 87
2018
Q3 		$20.7M Buy
128,122
+52,745
+70% +$1.23M 0.26% 92
2018
Q2 		$12.7M Buy
75,377
+67,085
+809% +$1.68M 0.14% 152
2018
Q1 		$212K Sell
8,292
-2,075
-20% -$53K 0.04% 351
2017
Q4 		$264K Sell
10,367
-7
-0.1% -$172 0.05% 329
2017
Q3 		$254K Sell
10,374
-725
-7% -$17.8K 0.05% 310
2017
Q2 		$260K Sell
11,099
-168
-1% -$4.07K 0.06% 306
2017
Q1 		$272K Sell
11,267
-507
-4% -$11.9K 0.07% 265
2016
Q4 		$262K Sell
11,774
-876
-7% -$20.5K 0.08% 228
2016
Q3 		$310K Buy
+12,650
New +$326K 0.11% 183

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Cornerstone Wealth Management increased its iShares Gold Trust (IAU) stake by 12% in Q2 2026, buying an estimated $42.6K and bringing the position to 4,687 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #563.

Cornerstone Wealth Management first reported a position in IAU in Q3 2016 and has held it in 18 quarters since. The position peaked at $20.7M in Q3 2018. 524 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cornerstone Wealth Management held 4,687 shares of iShares Gold Trust worth $354K as of Q2 2026.
  • Cornerstone Wealth Management bought 502 iShares Gold Trust shares in Q2 2026, an estimated $42.6K.
  • iShares Gold Trust made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #563 holding.
  • Cornerstone Wealth Management first reported a position in iShares Gold Trust in Q3 2016 and has held it in 18 quarters since.
  • Cornerstone Wealth Management's iShares Gold Trust position peaked at $20.7M in Q3 2018.
  • 524 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.