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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Crescent Grove Advisors's IAU Position: Q1 2026 in Review

Crescent Grove Advisors increased its iShares Gold Trust (IAU) stake by 4.2% in Q1 2026, buying an estimated $366K and bringing the position to 99,418 shares worth $8.76M. The position accounts for 0.84% of the portfolio, ranked #32.

Crescent Grove Advisors first reported a position in IAU in Q3 2020 and has held it in 23 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Crescent Grove Advisors held 99,418 shares of iShares Gold Trust worth $8.76M as of Q1 2026.
  • Crescent Grove Advisors bought 3,985 iShares Gold Trust shares in Q1 2026, an estimated $366K.
  • iShares Gold Trust made up 0.84% of Crescent Grove Advisors's portfolio in Q1 2026, its #32 holding.
  • Crescent Grove Advisors first reported a position in iShares Gold Trust in Q3 2020 and has held it in 23 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.