CWM
IAU icon

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 Buy
+45,227
New +$1.06M 0.24% 87
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

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 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 16 quarters since. The position peaked at $1.97M in Q1 2019. 1,909 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 16 quarters since.
  • Cornerstone Wealth Management's iShares Gold Trust position peaked at $1.97M in Q1 2019.
  • 1,909 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.