Cornerstone Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Other funds holding IAU
Cornerstone Wealth Management's IAU Position: Q1 2026 in Review
Cornerstone Wealth Management increased its iShares Gold Trust (IAU) stake by 3.3% in Q1 2026, buying an estimated $12.1K and bringing the position to 4,185 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #523.
Cornerstone Wealth Management first reported a position in IAU in Q3 2016 and has held it in 17 quarters since. The position peaked at $20.7M in Q3 2018. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Cornerstone Wealth Management held 4,185 shares of iShares Gold Trust worth $369K as of Q1 2026.
- Cornerstone Wealth Management bought 132 iShares Gold Trust shares in Q1 2026, an estimated $12.1K.
- iShares Gold Trust made up 0.02% of Cornerstone Wealth Management's portfolio in Q1 2026, its #523 holding.
- Cornerstone Wealth Management first reported a position in iShares Gold Trust in Q3 2016 and has held it in 17 quarters since.
- Cornerstone Wealth Management's iShares Gold Trust position peaked at $20.7M in Q3 2018.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.