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CPR Investments’s iShares Gold Trust IAU Stock Holding History

CPR Investments’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 		$7.51M Sell
99,464
-9,848
-9% -$836K 5.78% 5
2026
Q1 		$9.64M Buy
109,312
+39,349
+56% +$3.61M 6.43% 4
2025
Q4 		$5.68M Buy
69,963
+2,117
+3% +$166K 3.81% 12
2025
Q3 		$4.94M Buy
67,846
+1,167
+2% +$76.1K 3.4% 11
2025
Q2 		$4.16M Buy
66,679
+29,234
+78% +$1.81M 3.23% 11
2025
Q1 		$2.21M Buy
37,445
+23,933
+177% +$1.29M 1.96% 15
2024
Q4 		$669K Buy
+13,512
New +$679K 0.6% 26

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CPR Investments's IAU Position: Q2 2026 in Review

CPR Investments reduced its iShares Gold Trust (IAU) stake by 9% in Q2 2026, selling an estimated $836K and leaving 99,464 shares worth $7.51M. The position accounts for 5.78% of the portfolio, ranked #5.

CPR Investments first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.64M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • CPR Investments held 99,464 shares of iShares Gold Trust worth $7.51M as of Q2 2026.
  • CPR Investments sold 9,848 iShares Gold Trust shares in Q2 2026, an estimated $836K.
  • iShares Gold Trust made up 5.78% of CPR Investments's portfolio in Q2 2026, its #5 holding.
  • CPR Investments first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • CPR Investments's iShares Gold Trust position peaked at $9.64M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.