Cromwell Holdings’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$47.6K Buy
+630
New +$53.5K 0.02% 491
2025
Q4
Sell
-875
Closed -$63.7K 1023
2025
Q3
$63.7K Buy
+875
New +$57.1K 0.03% 430
2025
Q2
Sell
-955
Closed -$56.3K 1015
2025
Q1
$56.3K Sell
955
-1,268
-57% -$68.6K 0.04% 427
2024
Q4
$110K Buy
+2,223
New +$112K 0.06% 267
2024
Q3
Sell
-2,438
Closed -$107K 623
2024
Q2
$107K Buy
+2,438
New +$108K 0.06% 270

Other funds holding IAU

Cromwell Holdings's IAU Position: Q2 2026 in Review

Cromwell Holdings opened a new position in iShares Gold Trust (IAU) in Q2 2026: 630 shares worth $47.6K. The stake represents 0.02% of the portfolio and ranks #491 among its holdings. This is a return to the name: Cromwell Holdings previously reported a position in IAU as recently as Q3 2025.

Cromwell Holdings first reported a position in IAU in Q2 2024 and has held it in 5 quarters since. The position peaked at $110K in Q4 2024. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cromwell Holdings held 630 shares of iShares Gold Trust worth $47.6K as of Q2 2026.
  • iShares Gold Trust was a new Cromwell Holdings position in Q2 2026.
  • iShares Gold Trust made up 0.02% of Cromwell Holdings's portfolio in Q2 2026, its #491 holding.
  • Cromwell Holdings first reported a position in iShares Gold Trust in Q2 2024 and has held it in 5 quarters since.
  • Cromwell Holdings's iShares Gold Trust position peaked at $110K in Q4 2024.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.