CRCM LP’s iShares Gold Trust IAU Stock Holding History

CRCM LP’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	$111M	Buy	1,249,870 +530,148	+74%	+$48.6M	78.68%	1
2025 Q4	$58.4M	Buy	719,722 +327,042	+83%	+$25.6M	19.74%	2
2025 Q3	$28.6M	Buy	392,680 +112,440	+40%	+$7.34M	8.27%	4
2025 Q2	$17.5M	Buy	280,240 +274,275	+4,598%	+$17M	5.19%	4
2025 Q1	$352K	Sell	5,965 -2,530	-30%	-$137K	0.14%	6
2024 Q4	$421K	Sell	8,495 -1,950	-19%	-$98K	0.17%	6
2024 Q3	$519K	Sell	10,445 -804,300	-99%	-$37.6M	0.34%	4
2024 Q2	$35.8M	Buy	814,745 +1,580	+0.2%	+$69.8K	25.89%	2
2024 Q1	$34.2M	Buy	+813,165	New	+$31.9M	25.7%	2

Other funds holding IAU

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return