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Creative Capital Management Investments’s iShares Gold Trust IAU Stock Holding History

Creative Capital Management 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 		$3.02K Hold
40
– – ﹤0.01% 619
2026
Q1 		$3.53K Hold
40
– – ﹤0.01% 249
2025
Q4 		$3.25K Hold
40
– – ﹤0.01% 257
2025
Q3 		$2.91K Sell
40
-757
-95% -$49.4K ﹤0.01% 234
2025
Q2 		$49.7K Buy
797
+757
+1,893% +$46.9K 0.02% 118
2025
Q1 		$2.36K Hold
40
– – ﹤0.01% 211
2024
Q4 		$1.98K Buy
+40
New +$2.01K ﹤0.01% 229
2023
Q4 		– Sell
-7
Closed -$245 – 221
2023
Q3 		$245 Buy
+7
New +$255 ﹤0.01% 232

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 22.9% 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

Creative Capital Management Investments's IAU Position: Q2 2026 in Review

Creative Capital Management Investments held its iShares Gold Trust (IAU) position steady in Q2 2026 at 40 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Creative Capital Management Investments first reported a position in IAU in Q3 2023 and has held it in 8 quarters since. The position peaked at $49.7K in Q2 2025. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Creative Capital Management Investments held 40 shares of iShares Gold Trust worth $3.02K as of Q2 2026.
  • Creative Capital Management Investments left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #619 holding.
  • Creative Capital Management Investments first reported a position in iShares Gold Trust in Q3 2023 and has held it in 8 quarters since.
  • Creative Capital Management Investments's iShares Gold Trust position peaked at $49.7K in Q2 2025.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.