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Csenge Advisory Group’s iShares Gold Trust IAU Stock Holding History

Csenge Advisory 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 		$2.07M Buy
27,404
+1,346
+5% +$114K 0.08% 205
2026
Q1 		$2.3M Sell
26,058
-14,192
-35% -$1.3M 0.11% 168
2025
Q4 		$3.27M Buy
40,250
+3,310
+9% +$259K 0.15% 131
2025
Q3 		$2.69M Buy
36,940
+9,481
+35% +$619K 0.13% 141
2025
Q2 		$1.71M Sell
27,459
-4,086
-13% -$253K 0.09% 184
2025
Q1 		$1.98M Buy
31,545
+13,435
+74% +$727K 0.11% 150
2024
Q4 		$897K Buy
18,110
+9,710
+116% +$488K 0.05% 287
2024
Q3 		$421K Sell
8,400
-1,038
-11% -$48.6K 0.02% 465
2024
Q2 		$415K Buy
9,438
+2,655
+39% +$117K 0.02% 450
2024
Q1 		$285K Sell
6,783
-12
-0.2% -$470 0.02% 563
2023
Q4 		$265K Buy
6,795
+50
+0.7% +$1.87K 0.02% 555
2023
Q3 		$236K Hold
6,745
– – 0.02% 545
2023
Q2 		$245K Buy
+6,745
New +$253K 0.02% 551
2018
Q4 		– Sell
-4,393
Closed -$101K – 757
2018
Q3 		$101K Sell
4,393
-15,628
-78% -$363K 0.04% 233
2018
Q2 		$481K Buy
20,021
+4,475
+29% +$112K 0.18% 122
2018
Q1 		$396K Buy
15,546
+6,762
+77% +$173K 0.14% 151
2017
Q4 		$220K Buy
8,784
+3,098
+54% +$76K 0.08% 230
2017
Q3 		$140K Buy
+5,686
New +$140K 0.06% 249

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

Csenge Advisory Group's IAU Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Gold Trust (IAU) stake by 5.2% in Q2 2026, buying an estimated $114K and bringing the position to 27,404 shares worth $2.07M. The position accounts for 0.08% of the portfolio, ranked #205.

Csenge Advisory Group first reported a position in IAU in Q3 2017 and has held it in 18 quarters since. The position peaked at $3.27M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Csenge Advisory Group held 27,404 shares of iShares Gold Trust worth $2.07M as of Q2 2026.
  • Csenge Advisory Group bought 1,346 iShares Gold Trust shares in Q2 2026, an estimated $114K.
  • iShares Gold Trust made up 0.08% of Csenge Advisory Group's portfolio in Q2 2026, its #205 holding.
  • Csenge Advisory Group first reported a position in iShares Gold Trust in Q3 2017 and has held it in 18 quarters since.
  • Csenge Advisory Group's iShares Gold Trust position peaked at $3.27M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.