Cresset Asset Management’s iShares Gold Trust IAU Stock Holding History

Cresset Asset Management’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	$156M	Buy	1,771,218 +46,093	+3%	+$4.23M	0.68%	25
2025 Q4	$140M	Buy	1,725,125 +32,137	+2%	+$2.51M	0.59%	28
2025 Q3	$123M	Buy	1,692,988 +243,108	+17%	+$15.9M	0.54%	29
2025 Q2	$90.4M	Sell	1,449,880 -76,114	-5%	-$4.72M	0.45%	36
2025 Q1	$90M	Buy	1,525,994 +228,394	+18%	+$12.4M	0.45%	36
2024 Q4	$64.2M	Buy	1,297,600 +56,499	+5%	+$2.84M	0.31%	49
2024 Q3	$61.7M	Sell	1,241,101 -48,646	-4%	-$2.28M	0.24%	60
2024 Q2	$56.7M	Buy	1,289,747 +312,552	+32%	+$13.8M	0.24%	65
2024 Q1	$41.1M	Sell	977,195 -112,385	-10%	-$4.41M	0.2%	75
2023 Q4	$42.5M	Sell	1,089,580 -546,643	-33%	-$20.5M	0.25%	56
2023 Q3	$57.3M	Sell	1,636,223 -2,228,450	-58%	-$81.3M	0.22%	56
2023 Q2	$141M	Buy	3,864,673 +101,769	+3%	+$3.82M	0.17%	42
2023 Q1	$141M	Sell	3,762,904 -290,342	-7%	-$10.4M	2.81%	7
2022 Q4	$140M	Sell	4,053,246 -947,488	-19%	-$31.1M	1.77%	10
2022 Q3	$158M	Sell	5,000,734 -513,965	-9%	-$16.8M	1.99%	8
2022 Q2	$177M	Buy	5,514,699 +586,916	+12%	+$20.9M	2.17%	8
2022 Q1	$181M	Buy	4,927,783 +1,721,694	+54%	+$61.5M	1.89%	9
2021 Q4	$112M	Buy	3,206,089 +269,970	+9%	+$9.23M	1.08%	13
2021 Q3	$98.1M	Buy	2,936,119 +925,223	+46%	+$31.5M	1.32%	10
2021 Q2	$67.8M	Buy	2,010,896 +1,054,530	+110%	+$36.5M	0.96%	14
2021 Q1	$31.1M	Buy	956,366 +683,910	+251%	+$23.4M	0.49%	24
2020 Q4	$9.88M	Sell	272,456 -4,558	-2%	-$163K	0.16%	57
2020 Q3	$9.97M	Sell	277,014 -5,612	-2%	-$205K	0.19%	53
2020 Q2	$9.6M	Sell	282,626 -95,377	-25%	-$3.13M	0.21%	48
2020 Q1	$11.4M	Sell	378,003 -66,287	-15%	-$2M	0.35%	31
2019 Q4	$12.9M	Sell	444,290 -154,819	-26%	-$4.39M	0.35%	30
2019 Q3	$16.9M	Sell	599,109 -333,935	-36%	-$9.42M	0.52%	27
2019 Q2	$25.2M	Buy	933,044 +189,263	+25%	+$4.74M	0.78%	21
2019 Q1	$1.14M	Buy	743,781 +698,325	+1,536%	+$17.4M	0.04%	102
2018 Q4	$1.12M	Buy	+45,456	New	+$1.07M	0.07%	66

Other funds holding IAU

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 $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cresset Asset Management's IAU Position: Q1 2026 in Review

Cresset Asset Management increased its iShares Gold Trust (IAU) stake by 2.7% in Q1 2026, buying an estimated $4.23M and bringing the position to 1,771,218 shares worth $156M. The position accounts for 0.68% of the portfolio, ranked #25.

Cresset Asset Management first reported a position in IAU in Q4 2018 and has held it in 30 quarters since. The position peaked at $181M in Q1 2022. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Cresset Asset Management held 1,771,218 shares of iShares Gold Trust worth $156M as of Q1 2026.
Cresset Asset Management bought 46,093 iShares Gold Trust shares in Q1 2026, an estimated $4.23M.
iShares Gold Trust made up 0.68% of Cresset Asset Management's portfolio in Q1 2026, its #25 holding.
Cresset Asset Management first reported a position in iShares Gold Trust in Q4 2018 and has held it in 30 quarters since.
Cresset Asset Management's iShares Gold Trust position peaked at $181M in Q1 2022.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.