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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cushing Capital Partners's IAU Position: Q1 2026 in Review

Cushing Capital Partners reduced its iShares Gold Trust (IAU) stake by 27% in Q1 2026, selling an estimated $1.27M and leaving 37,984 shares worth $3.35M. The position accounts for 2.57% of the portfolio, ranked #7.

Cushing Capital Partners first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.2M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Cushing Capital Partners held 37,984 shares of iShares Gold Trust worth $3.35M as of Q1 2026.
  • Cushing Capital Partners sold 13,820 iShares Gold Trust shares in Q1 2026, an estimated $1.27M.
  • iShares Gold Trust made up 2.57% of Cushing Capital Partners's portfolio in Q1 2026, its #7 holding.
  • Cushing Capital Partners first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Cushing Capital Partners's iShares Gold Trust position peaked at $4.2M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Cushing Capital Partners's 13F filing for Q1 2026, filed 20 Apr 2026.