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CRA Financial Services’s iShares Gold Trust IAU Stock Holding History

CRA Financial Services’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 		$511K Buy
6,771
+7
+0.1% +$594 0.06% 195
2026
Q1 		$596K Sell
6,764
-30
-0.4% -$2.75K 0.08% 163
2025
Q4 		$551K Buy
6,794
+460
+7% +$36K 0.07% 167
2025
Q3 		$461K Sell
6,334
-100
-2% -$6.52K 0.06% 180
2025
Q2 		$401K Sell
6,434
-100
-2% -$6.2K 0.06% 183
2025
Q1 		$385K Buy
6,534
+109
+2% +$5.9K 0.07% 176
2024
Q4 		$318K Buy
6,425
+2,400
+60% +$121K 0.05% 198
2024
Q3 		$200K Buy
+4,025
New +$188K 0.04% 263

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

CRA Financial Services's IAU Position: Q2 2026 in Review

CRA Financial Services increased its iShares Gold Trust (IAU) stake by 0.1% in Q2 2026, buying an estimated $594 and bringing the position to 6,771 shares worth $511K. The position accounts for 0.06% of the portfolio, ranked #195.

CRA Financial Services first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $596K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • CRA Financial Services held 6,771 shares of iShares Gold Trust worth $511K as of Q2 2026.
  • CRA Financial Services bought 7 iShares Gold Trust shares in Q2 2026, an estimated $594.
  • iShares Gold Trust made up 0.06% of CRA Financial Services's portfolio in Q2 2026, its #195 holding.
  • CRA Financial Services first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • CRA Financial Services's iShares Gold Trust position peaked at $596K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.