CSA
IAU icon

Cottage Street Advisors’s iShares Gold Trust IAU Stock Holding History

Cottage Street Advisors’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 		$316K Buy
4,189
+583
+16% +$49.5K 0.12% 111
2026
Q1 		$318K Buy
3,606
+575
+19% +$52.7K 0.14% 103
2025
Q4 		$246K Sell
3,031
-515
-15% -$40.3K 0.1% 116
2025
Q3 		$258K Buy
3,546
+74
+2% +$4.83K 0.11% 112
2025
Q2 		$217K Buy
+3,472
New +$215K 0.11% 108

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Cottage Street Advisors's IAU Position: Q2 2026 in Review

Cottage Street Advisors increased its iShares Gold Trust (IAU) stake by 16% in Q2 2026, buying an estimated $49.5K and bringing the position to 4,189 shares worth $316K. The position accounts for 0.12% of the portfolio, ranked #111.

Cottage Street Advisors first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $318K in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cottage Street Advisors held 4,189 shares of iShares Gold Trust worth $316K as of Q2 2026.
  • Cottage Street Advisors bought 583 iShares Gold Trust shares in Q2 2026, an estimated $49.5K.
  • iShares Gold Trust made up 0.12% of Cottage Street Advisors's portfolio in Q2 2026, its #111 holding.
  • Cottage Street Advisors first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Cottage Street Advisors's iShares Gold Trust position peaked at $318K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.