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Crewe Advisors’s iShares Gold Trust IAU Stock Holding History

Crewe 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 		$214K Buy
2,832
+605
+27% +$51.4K 0.02% 223
2026
Q1 		$196K Buy
2,227
+1,212
+119% +$111K 0.02% 212
2025
Q4 		$82.4K Buy
1,015
+258
+34% +$20.2K 0.01% 309
2025
Q3 		$55.1K Buy
757
+60
+9% +$3.91K 0.01% 368
2025
Q2 		$43.5K Buy
697
+392
+129% +$24.3K 0.01% 303
2025
Q1 		$18K Hold
305
– – ﹤0.01% 358
2024
Q4 		$15.1K Hold
305
– – ﹤0.01% 388
2024
Q3 		$15.2K Hold
305
– – ﹤0.01% 432
2024
Q2 		$13.4K Hold
305
– – ﹤0.01% 629
2024
Q1 		$12.8K Hold
305
– – ﹤0.01% 582
2023
Q4 		$11.9K Sell
305
-2,068
-87% -$77.4K ﹤0.01% 198
2023
Q3 		$83K Hold
2,373
– – 0.01% 109
2023
Q2 		$86.4K Sell
2,373
-547
-19% -$20.5K 0.01% 215
2023
Q1 		$109K Buy
2,920
+1,634
+127% +$58.6K 0.02% 218
2022
Q4 		$44.5K Buy
1,286
+946
+278% +$31.1K 0.01% 319
2022
Q3 		$11K Buy
340
+305
+871% +$9.99K ﹤0.01% 630
2022
Q2 		$1K Hold
35
– – ﹤0.01% 1073
2022
Q1 		$1K Buy
+35
New +$1.25K ﹤0.01% 457
2019
Q1 		– Sell
-258
Closed -$6K – 258
2018
Q4 		$6K Sell
258
-875
-77% -$20.6K ﹤0.01% 192
2018
Q3 		$26K Hold
1,133
– – 0.02% 163
2018
Q2 		$27K Hold
1,133
– – 0.03% 156
2018
Q1 		$29K Hold
1,133
– – 0.03% 158
2017
Q4 		$28K Buy
+1,133
New +$27.8K 0.03% 167

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

Crewe Advisors's IAU Position: Q2 2026 in Review

Crewe Advisors increased its iShares Gold Trust (IAU) stake by 27% in Q2 2026, buying an estimated $51.4K and bringing the position to 2,832 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #223.

Crewe Advisors first reported a position in IAU in Q4 2017 and has held it in 23 quarters since. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Crewe Advisors held 2,832 shares of iShares Gold Trust worth $214K as of Q2 2026.
  • Crewe Advisors bought 605 iShares Gold Trust shares in Q2 2026, an estimated $51.4K.
  • iShares Gold Trust made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #223 holding.
  • Crewe Advisors first reported a position in iShares Gold Trust in Q4 2017 and has held it in 23 quarters since.
  • 1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.