Cushing Capital Partners’s iShares Gold Trust IAU Stock Holding History

Cushing Capital Partners’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 Q3	$3.08M	Buy	39,390 +640	+2%	+$51.3K	1.89%	14
2026 Q2	$2.93M	Buy	38,750 +766	+2%	+$65K	2.02%	14
2026 Q1	$3.35M	Sell	37,984 -13,820	-27%	-$1.27M	2.57%	7
2025 Q4	$4.2M	Sell	51,804 -3,228	-6%	-$252K	3.11%	5
2025 Q3	$4M	Buy	55,032 +2,697	+5%	+$176K	3.14%	5
2025 Q2	$3.26M	Sell	52,335 -574	-1%	-$35.6K	2.76%	6
2025 Q1	$3.12M	Buy	52,909 +6,718	+15%	+$363K	2.8%	5
2024 Q4	$2.29M	Buy	+46,191	New	+$2.32M	2.2%	14

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Cushing Capital Partners's IAU Position: Q3 2026 in Review

Cushing Capital Partners increased its iShares Gold Trust (IAU) stake by 1.7% in Q3 2026, buying an estimated $51.3K and bringing the position to 39,390 shares worth $3.08M. The position accounts for 1.89% of the portfolio, ranked #14.

Cushing Capital Partners first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.2M in Q4 2025. 806 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Cushing Capital Partners held 39,390 shares of iShares Gold Trust worth $3.08M as of Q3 2026.
Cushing Capital Partners bought 640 iShares Gold Trust shares in Q3 2026, an estimated $51.3K.
iShares Gold Trust made up 1.89% of Cushing Capital Partners's portfolio in Q3 2026, its #14 holding.
Cushing Capital Partners first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Cushing Capital Partners's iShares Gold Trust position peaked at $4.2M in Q4 2025.
806 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Cushing Capital Partners's 13F filing for Q3 2026, filed 20 Oct 2026.