Custom Index Systems’s iShares Gold Trust IAU Stock Holding History

Custom Index Systems’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	$934K	Buy	10,594 +483	+5%	+$44.3K	0.41%	66
2025 Q4	$821K	Sell	10,111 -9,443	-48%	-$738K	0.36%	77
2025 Q3	$1.42M	Buy	19,554 +6,856	+54%	+$447K	0.42%	68
2025 Q2	$792K	Buy	12,698 +4,358	+52%	+$270K	0.38%	80
2025 Q1	$492K	Hold	8,340	–	–	0.25%	117
2024 Q4	$413K	Buy	8,340 +2,551	+44%	+$128K	0.22%	134
2024 Q3	$288K	Sell	5,789 -4,390	-43%	-$205K	0.16%	196
2024 Q2	$447K	Sell	10,179 -56	-0.5%	-$2.48K	0.26%	107
2024 Q1	$430K	Buy	+10,235	New	+$401K	0.24%	125

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Custom Index Systems's IAU Position: Q1 2026 in Review

Custom Index Systems increased its iShares Gold Trust (IAU) stake by 4.8% in Q1 2026, buying an estimated $44.3K and bringing the position to 10,594 shares worth $934K. The position accounts for 0.41% of the portfolio, ranked #66.

Custom Index Systems first reported a position in IAU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Custom Index Systems held 10,594 shares of iShares Gold Trust worth $934K as of Q1 2026.
Custom Index Systems bought 483 iShares Gold Trust shares in Q1 2026, an estimated $44.3K.
iShares Gold Trust made up 0.41% of Custom Index Systems's portfolio in Q1 2026, its #66 holding.
Custom Index Systems first reported a position in iShares Gold Trust in Q1 2024 and has held it in 9 quarters since.
Custom Index Systems's iShares Gold Trust position peaked at $1.42M in Q3 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.