CMP
IAU icon

Coston McIsaac & Partners’s iShares Gold Trust IAU Stock Holding History

Coston McIsaac & Partners’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 		– Sell
-1,221
Closed -$99K – 864
2025
Q4 		$99K Sell
1,221
-1,300
-52% -$102K 0.02% 222
2025
Q3 		$183K Buy
+2,521
New +$164K 0.04% 155
2025
Q2 		– Sell
-28
Closed -$1K – 788
2025
Q1 		$1K Buy
+28
New +$1.51K ﹤0.01% 715
2023
Q1 		– Sell
-494
Closed -$17K – 820
2022
Q4 		$17K Buy
+494
New +$16.2K 0.01% 429

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Coston McIsaac & Partners's IAU Position: Q1 2026 in Review

Coston McIsaac & Partners sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 1,221 shares — an estimated $99K sold.

Coston McIsaac & Partners first reported a position in IAU in Q4 2022 and held it in 4 quarters. The position peaked at $183K in Q3 2025. 1,978 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Coston McIsaac & Partners reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Coston McIsaac & Partners sold 1,221 iShares Gold Trust shares in Q1 2026, an estimated $99K.
  • Coston McIsaac & Partners first reported a position in iShares Gold Trust in Q4 2022 and held it in 4 quarters.
  • Coston McIsaac & Partners's iShares Gold Trust position peaked at $183K in Q3 2025.
  • 1,978 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.