Cranbrook Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.19M | Sell |
92,892
-10,529
| -10% | -$966K | 1.67% | 15 |
|
|
2025
Q4 | $8.39M | Sell |
103,421
-10,844
| -9% | -$848K | 1.66% | 15 |
|
|
2025
Q3 | $8.32M | Sell |
114,265
-14,581
| -11% | -$951K | 1.67% | 15 |
|
|
2025
Q2 | $8.03M | Sell |
128,846
-4,523
| -3% | -$280K | 1.71% | 14 |
|
|
2025
Q1 | $7.86M | Sell |
133,369
-718
| -0.5% | -$38.8K | 1.83% | 13 |
|
|
2024
Q4 | $6.64M | Sell |
134,087
-2,720
| -2% | -$137K | 1.54% | 16 |
|
|
2024
Q3 | $6.8M | Sell |
136,807
-4,881
| -3% | -$228K | 1.55% | 15 |
|
|
2024
Q2 | $6.22M | Sell |
141,688
-2,688
| -2% | -$119K | 1.53% | 17 |
|
|
2024
Q1 | $6.07M | Sell |
144,376
-1,198
| -0.8% | -$47K | 1.53% | 17 |
|
|
2023
Q4 | $5.68M | Sell |
145,574
-1,366
| -0.9% | -$51.1K | 1.52% | 19 |
|
|
2023
Q3 | $5.14M | Sell |
146,940
-1,828
| -1% | -$66.7K | 1.52% | 18 |
|
|
2023
Q2 | $5.41M | Sell |
148,768
-496
| -0.3% | -$18.6K | 1.51% | 19 |
|
|
2023
Q1 | $5.58M | Buy |
149,264
+1,896
| +1% | +$68K | 1.59% | 18 |
|
|
2022
Q4 | $5.1M | Sell |
147,368
-3,539
| -2% | -$116K | 1.39% | 20 |
|
|
2022
Q3 | $4.76M | Sell |
150,907
-1,034
| -0.7% | -$33.9K | 1.23% | 25 |
|
|
2022
Q2 | $5.21M | Sell |
151,941
-2,727
| -2% | -$97K | 1.3% | 24 |
|
|
2022
Q1 | $5.7M | Sell |
154,668
-4,661
| -3% | -$167K | 1.24% | 21 |
|
|
2021
Q4 | $5.55M | Buy |
159,329
+2,133
| +1% | +$72.9K | 1.18% | 21 |
|
|
2021
Q3 | $5.25M | Buy |
157,196
+4,925
| +3% | +$168K | 1.19% | 22 |
|
|
2021
Q2 | $5.13M | Sell |
152,271
-925
| -0.6% | -$32K | 1.17% | 23 |
|
|
2021
Q1 | $4.98M | Buy |
153,196
+6,813
| +5% | +$233K | 1.2% | 25 |
|
|
2020
Q4 | $5.31M | Buy |
146,383
+1,409
| +1% | +$50.4K | 1.36% | 23 |
|
|
2020
Q3 | $5.22M | Sell |
144,974
-9,623
| -6% | -$351K | 1.51% | 21 |
|
|
2020
Q2 | $5.25M | Sell |
154,597
-4,712
| -3% | -$154K | 1.58% | 19 |
|
|
2020
Q1 | $4.8M | Sell |
159,309
-797
| -0.5% | -$24.1K | 1.63% | 20 |
|
|
2019
Q4 | $4.64M | Sell |
160,106
-445
| -0.3% | -$12.6K | 1.28% | 27 |
|
|
2019
Q3 | $4.53M | Buy |
160,551
+12,540
| +8% | +$354K | 1.3% | 27 |
|
|
2019
Q2 | $4M | Buy |
148,011
+108,692
| +276% | +$2.72M | 1.15% | 32 |
|
|
2019
Q1 | $974K | Buy |
39,319
+32,834
| +506% | +$820K | 0.3% | 51 |
|
|
2018
Q4 | $159K | Buy |
6,485
+701
| +12% | +$16.5K | 0.06% | 79 |
|
|
2018
Q3 | $132K | Hold |
5,784
| – | – | 0.05% | 83 |
|
|
2018
Q2 | $139K | Hold |
5,784
| – | – | 0.05% | 77 |
|
|
2018
Q1 | $147K | Sell |
5,784
-1,724
| -23% | -$44K | 0.06% | 73 |
|
|
2017
Q4 | $188K | Hold |
7,508
| – | – | 0.07% | 67 |
|
|
2017
Q3 | $185K | Hold |
7,508
| – | – | 0.08% | 64 |
|
|
2017
Q2 | $179K | Hold |
7,508
| – | – | 0.08% | 64 |
|
|
2017
Q1 | $180K | Sell |
7,508
-177
| -2% | -$4.16K | 0.08% | 59 |
|
|
2016
Q4 | $170K | Sell |
7,685
-3,125
| -29% | -$73.3K | 0.08% | 61 |
|
|
2016
Q3 | $274K | Hold |
10,810
| – | – | 0.14% | 51 |
|
|
2016
Q2 | $276K | Sell |
10,810
-960
| -8% | -$23.3K | 0.14% | 49 |
|
|
2016
Q1 | $280K | Hold |
11,770
| – | – | 0.15% | 48 |
|
|
2015
Q4 | $241K | Sell |
11,770
-14,356
| -55% | -$306K | 0.14% | 47 |
|
|
2015
Q3 | $563K | Hold |
26,126
| – | – | 0.32% | 36 |
|
|
2015
Q2 | $593K | Hold |
26,126
| – | – | 0.34% | 36 |
|
|
2015
Q1 | $598K | Hold |
26,126
| – | – | 0.35% | 37 |
|
|
2014
Q4 | $598K | Buy |
26,126
+9,910
| +61% | +$230K | 0.37% | 36 |
|
|
2014
Q3 | $379K | Hold |
16,216
| – | – | 0.25% | 37 |
|
|
2014
Q2 | $418K | Hold |
16,216
| – | – | 0.28% | 39 |
|
|
2014
Q1 | $403K | Hold |
16,216
| – | – | 0.28% | 38 |
|
|
2013
Q4 | $379K | Buy |
+16,216
| New | +$400K | 0.26% | 43 |
|
Other funds holding IAU
Cranbrook Wealth Management's IAU Position: Q1 2026 in Review
Cranbrook Wealth Management reduced its iShares Gold Trust (IAU) stake by 10% in Q1 2026, selling an estimated $966K and leaving 92,892 shares worth $8.19M. The position accounts for 1.67% of the portfolio, ranked #15.
Cranbrook Wealth Management first reported a position in IAU in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.39M in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Cranbrook Wealth Management held 92,892 shares of iShares Gold Trust worth $8.19M as of Q1 2026.
- Cranbrook Wealth Management sold 10,529 iShares Gold Trust shares in Q1 2026, an estimated $966K.
- iShares Gold Trust made up 1.67% of Cranbrook Wealth Management's portfolio in Q1 2026, its #15 holding.
- Cranbrook Wealth Management first reported a position in iShares Gold Trust in Q4 2013 and has held it in 50 quarters since.
- Cranbrook Wealth Management's iShares Gold Trust position peaked at $8.39M in Q4 2025.
- 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.