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Crescent Grove Advisors’s iShares Gold Trust IAU Stock Holding History

Crescent Grove Advisors’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 		$7.28M Sell
96,466
-2,952
-3% -$251K 0.61% 39
2026
Q1 		$8.76M Buy
99,418
+3,985
+4% +$366K 0.84% 32
2025
Q4 		$7.75M Buy
95,433
+993
+1% +$77.7K 0.72% 31
2025
Q3 		$6.87M Buy
94,440
+1,153
+1% +$75.2K 0.65% 33
2025
Q2 		$5.82M Buy
93,287
+13,296
+17% +$824K 0.56% 40
2025
Q1 		$4.72M Buy
79,991
+2,032
+3% +$110K 0.49% 42
2024
Q4 		$3.86M Buy
77,959
+6,962
+10% +$350K 0.38% 54
2024
Q3 		$3.53M Buy
70,997
+1,559
+2% +$73K 0.36% 53
2024
Q2 		$3.05M Buy
69,438
+2,244
+3% +$99.2K 0.33% 54
2024
Q1 		$2.82M Sell
67,194
-13,476
-17% -$528K 0.29% 57
2023
Q4 		$3.15M Sell
80,670
-388
-0.5% -$14.5K 0.35% 50
2023
Q3 		$2.84M Buy
81,058
+1,064
+1% +$38.8K 0.35% 51
2023
Q2 		$2.91M Buy
79,994
+343
+0.4% +$12.9K 0.31% 56
2023
Q1 		$2.98M Buy
79,651
+723
+0.9% +$25.9K 0.35% 51
2022
Q4 		$2.73M Sell
78,928
-401
-0.5% -$13.2K 0.28% 56
2022
Q3 		$2.5M Buy
79,329
+1,194
+2% +$39.1K 0.29% 49
2022
Q2 		$2.68M Sell
78,135
-4,987
-6% -$177K 0.28% 45
2022
Q1 		$3.06M Sell
83,122
-10,691
-11% -$382K 0.3% 46
2021
Q4 		$3.27M Sell
93,813
-9,540
-9% -$326K 0.31% 49
2021
Q3 		$3.45M Sell
103,353
-4,355
-4% -$148K 0.37% 42
2021
Q2 		$3.63M Buy
107,708
+13,546
+14% +$468K 0.38% 43
2021
Q1 		$3.06M Sell
94,162
-47,593
-34% -$1.63M 0.36% 42
2020
Q4 		$5.14M Buy
141,755
+23,391
+20% +$837K 0.67% 31
2020
Q3 		$4.26M Buy
+118,364
New +$4.32M 0.85% 27

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

Crescent Grove Advisors's IAU Position: Q2 2026 in Review

Crescent Grove Advisors reduced its iShares Gold Trust (IAU) stake by 3% in Q2 2026, selling an estimated $251K and leaving 96,466 shares worth $7.28M. The position accounts for 0.61% of the portfolio, ranked #39.

Crescent Grove Advisors first reported a position in IAU in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.76M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Crescent Grove Advisors held 96,466 shares of iShares Gold Trust worth $7.28M as of Q2 2026.
  • Crescent Grove Advisors sold 2,952 iShares Gold Trust shares in Q2 2026, an estimated $251K.
  • iShares Gold Trust made up 0.61% of Crescent Grove Advisors's portfolio in Q2 2026, its #39 holding.
  • Crescent Grove Advisors first reported a position in iShares Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • Crescent Grove Advisors's iShares Gold Trust position peaked at $8.76M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.