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COWA LLC’s iShares Gold Trust IAU Stock Holding History

COWA LLC’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 		$2.67M Sell
30,264
-11,743
-28% -$1.08M 0.72% 29
2025
Q4 		$3.41M Sell
42,007
-6,862
-14% -$537K 1.04% 25
2025
Q3 		$3.56M Sell
48,869
-585
-1% -$38.2K 1.18% 23
2025
Q2 		$3.09M Sell
49,454
-900
-2% -$55.8K 1.18% 26
2025
Q1 		$2.97M Sell
50,354
-2,954
-6% -$160K 1.27% 23
2024
Q4 		$2.64M Sell
53,308
-5,049
-9% -$254K 1.22% 28
2024
Q3 		$2.9M Sell
58,357
-4,225
-7% -$198K 1.38% 20
2024
Q2 		$2.75M Sell
62,582
-18,496
-23% -$817K 1.47% 19
2024
Q1 		$3.41M Buy
81,078
+2,997
+4% +$117K 2.01% 15
2023
Q4 		$3.05M Sell
78,081
-3,472
-4% -$130K 1.9% 15
2023
Q3 		$2.85M Buy
81,553
+4,057
+5% +$148K 1.93% 14
2023
Q2 		$2.82M Sell
77,496
-2,177
-3% -$81.6K 1.86% 17
2023
Q1 		$2.98M Sell
79,673
-6,804
-8% -$244K 2.43% 12
2022
Q4 		$2.99M Buy
86,477
+6,625
+8% +$218K 1.86% 20
2022
Q3 		$2.52M Sell
79,852
-22,469
-22% -$736K 1.66% 19
2022
Q2 		$3.51M Buy
102,321
+4,835
+5% +$172K 2.02% 16
2022
Q1 		$3.59M Buy
97,486
+2,688
+3% +$96K 1.78% 17
2021
Q4 		$3.3M Sell
94,798
-6,146
-6% -$210K 1.66% 16
2021
Q3 		$3.37M Sell
100,944
-24,914
-20% -$849K 1.93% 17
2021
Q2 		$4.25M Buy
125,858
+1,593
+1% +$55.1K 2.65% 10
2021
Q1 		$4.13M Sell
124,265
-24,853
-17% -$849K 2.48% 11
2020
Q4 		$5.26M Buy
+149,118
New +$5.34M 4% 5

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

COWA LLC's IAU Position: Q1 2026 in Review

COWA LLC reduced its iShares Gold Trust (IAU) stake by 28% in Q1 2026, selling an estimated $1.08M and leaving 30,264 shares worth $2.67M. The position accounts for 0.72% of the portfolio, ranked #29.

COWA LLC first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.26M in Q4 2020. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • COWA LLC held 30,264 shares of iShares Gold Trust worth $2.67M as of Q1 2026.
  • COWA LLC sold 11,743 iShares Gold Trust shares in Q1 2026, an estimated $1.08M.
  • iShares Gold Trust made up 0.72% of COWA LLC's portfolio in Q1 2026, its #29 holding.
  • COWA LLC first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • COWA LLC's iShares Gold Trust position peaked at $5.26M in Q4 2020.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.