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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
Q3 		$2.27M Sell
29,039
-40
-0.1% -$3.21K 0.55% 40
2026
Q2 		$2.2M Sell
29,079
-1,185
-4% -$101K 0.55% 33
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 		$4.26M 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

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

COWA LLC's IAU Position: Q3 2026 in Review

COWA LLC reduced its iShares Gold Trust (IAU) stake by 0.14% in Q3 2026, selling an estimated $3.21K and leaving 29,039 shares worth $2.27M. The position accounts for 0.55% of the portfolio, ranked #40.

COWA LLC first reported a position in IAU in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.26M in Q4 2020. 1,050 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • COWA LLC held 29,039 shares of iShares Gold Trust worth $2.27M as of Q3 2026.
  • COWA LLC sold 40 iShares Gold Trust shares in Q3 2026, an estimated $3.21K.
  • iShares Gold Trust made up 0.55% of COWA LLC's portfolio in Q3 2026, its #40 holding.
  • COWA LLC first reported a position in iShares Gold Trust in Q4 2020 and has held it in 24 quarters since.
  • COWA LLC's iShares Gold Trust position peaked at $5.26M in Q4 2020.
  • 1,050 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.