Crestwood Advisors Group’s iShares Gold Trust IAU Stock Holding History

Crestwood Advisors Group’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	$755K	Sell	9,997 -58	-0.6%	-$4.92K	0.01%	369
2026 Q1	$886K	Buy	10,055 +1,076	+12%	+$98.7K	0.01%	312
2025 Q4	$729K	Buy	8,979 +250	+3%	+$19.6K	0.01%	320
2025 Q3	$635K	Hold	8,729	–	–	0.01%	332
2025 Q2	$544K	Sell	8,729 -40	-0.5%	-$2.48K	0.01%	338
2025 Q1	$517K	Buy	8,769 +1,524	+21%	+$82.4K	0.01%	340
2024 Q4	$359K	Hold	7,245	–	–	0.01%	354
2024 Q3	$360K	Hold	7,245	–	–	0.01%	344
2024 Q2	$318K	Sell	7,245 -69	-0.9%	-$3.05K	0.01%	343
2024 Q1	$307K	Sell	7,314 -4,539	-38%	-$178K	0.01%	349
2023 Q4	$463K	Buy	+11,853	New	+$444K	0.01%	266
2017 Q2	–	Sell	-569	Closed	-$14K	–	278
2017 Q1	$14K	Buy	+569	New	+$13.4K	﹤0.01%	411

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Crestwood Advisors Group's IAU Position: Q2 2026 in Review

Crestwood Advisors Group reduced its iShares Gold Trust (IAU) stake by 0.58% in Q2 2026, selling an estimated $4.92K and leaving 9,997 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #369.

Crestwood Advisors Group first reported a position in IAU in Q1 2017 and has held it in 12 quarters since. The position peaked at $886K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Crestwood Advisors Group held 9,997 shares of iShares Gold Trust worth $755K as of Q2 2026.
Crestwood Advisors Group sold 58 iShares Gold Trust shares in Q2 2026, an estimated $4.92K.
iShares Gold Trust made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #369 holding.
Crestwood Advisors Group first reported a position in iShares Gold Trust in Q1 2017 and has held it in 12 quarters since.
Crestwood Advisors Group's iShares Gold Trust position peaked at $886K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.