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Creative Financial Designs’s iShares Gold Trust IAU Stock Holding History

Creative Financial Designs’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 		$134K Buy
1,780
+64
+4% +$5.43K 0.01% 711
2026
Q1 		$151K Buy
1,716
+589
+52% +$54K 0.01% 587
2025
Q4 		$91.5K Sell
1,127
-69
-6% -$5.4K 0.01% 681
2025
Q3 		$87K Sell
1,196
-90
-7% -$5.87K 0.01% 679
2025
Q2 		$80.2K Sell
1,286
-23
-2% -$1.43K 0.01% 725
2025
Q1 		$77.2K Sell
1,309
-158
-11% -$8.55K 0.01% 694
2024
Q4 		$72.6K Sell
1,467
-20
-1% -$1K 0.01% 679
2024
Q3 		$73.9K Sell
1,487
-41
-3% -$1.92K 0.01% 666
2024
Q2 		$67.1K Buy
1,528
+80
+6% +$3.54K 0.01% 675
2024
Q1 		$60.8K Sell
1,448
-12
-0.8% -$470 0.01% 678
2023
Q4 		$57K Buy
1,460
+12
+0.8% +$449 0.01% 649
2023
Q3 		$50.7K Hold
1,448
– – 0.01% 633
2023
Q2 		$52.7K Sell
1,448
-49
-3% -$1.84K 0.01% 625
2023
Q1 		$55.9K Sell
1,497
-2,568
-63% -$92.2K 0.01% 572
2022
Q4 		$141K Buy
4,065
+192
+5% +$6.3K 0.02% 382
2022
Q3 		$122K Sell
3,873
-314
-7% -$10.3K 0.02% 388
2022
Q2 		$144K Buy
4,187
+19
+0.5% +$676 0.02% 355
2022
Q1 		$154K Buy
4,168
+230
+6% +$8.22K 0.02% 356
2021
Q4 		$137K Buy
3,938
+1,639
+71% +$56K 0.02% 378
2021
Q3 		$77K Sell
2,299
-300
-12% -$10.2K 0.01% 503
2021
Q2 		$88K Sell
2,599
-216
-8% -$7.47K 0.02% 462
2021
Q1 		$92K Buy
2,815
+1,149
+69% +$39.3K 0.02% 434
2020
Q4 		$60K Buy
1,666
+1,416
+566% +$50.7K 0.01% 470
2020
Q3 		$9K Buy
+250
New +$9.13K ﹤0.01% 821
2020
Q1 		– Sell
-313
Closed -$9K – 529
2019
Q4 		$9K Hold
313
– – ﹤0.01% 412
2019
Q3 		$9K Hold
313
– – ﹤0.01% 420
2019
Q2 		$8K Hold
313
– – ﹤0.01% 421
2019
Q1 		$8K Hold
313
– – ﹤0.01% 407
2018
Q4 		$8K Hold
313
– – 0.01% 392
2018
Q3 		$7K Hold
313
– – ﹤0.01% 471
2018
Q2 		$8K Buy
+313
New +$7.85K ﹤0.01% 490

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

Creative Financial Designs's IAU Position: Q2 2026 in Review

Creative Financial Designs increased its iShares Gold Trust (IAU) stake by 3.7% in Q2 2026, buying an estimated $5.43K and bringing the position to 1,780 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #711.

Creative Financial Designs first reported a position in IAU in Q2 2018 and has held it in 31 quarters since. The position peaked at $154K in Q1 2022. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Creative Financial Designs held 1,780 shares of iShares Gold Trust worth $134K as of Q2 2026.
  • Creative Financial Designs bought 64 iShares Gold Trust shares in Q2 2026, an estimated $5.43K.
  • iShares Gold Trust made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #711 holding.
  • Creative Financial Designs first reported a position in iShares Gold Trust in Q2 2018 and has held it in 31 quarters since.
  • Creative Financial Designs's iShares Gold Trust position peaked at $154K in Q1 2022.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.