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Crown Wealth Group’s iShares Gold Trust IAU Stock Holding History

Crown Wealth 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 		$3.32M Buy
43,935
+763
+2% +$64.8K 0.84% 23
2026
Q1 		$3.81M Buy
43,172
+11,991
+38% +$1.1M 1.12% 20
2025
Q4 		$2.53M Buy
+31,181
New +$2.44M 0.71% 30

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Crown Wealth Group's IAU Position: Q2 2026 in Review

Crown Wealth Group increased its iShares Gold Trust (IAU) stake by 1.8% in Q2 2026, buying an estimated $64.8K and bringing the position to 43,935 shares worth $3.32M. The position accounts for 0.84% of the portfolio, ranked #23.

Crown Wealth Group first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.81M in Q1 2026. 913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Crown Wealth Group held 43,935 shares of iShares Gold Trust worth $3.32M as of Q2 2026.
  • Crown Wealth Group bought 763 iShares Gold Trust shares in Q2 2026, an estimated $64.8K.
  • iShares Gold Trust made up 0.84% of Crown Wealth Group's portfolio in Q2 2026, its #23 holding.
  • Crown Wealth Group first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Crown Wealth Group's iShares Gold Trust position peaked at $3.81M in Q1 2026.
  • 913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.