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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
Q2 		$781K Sell
10,338
-256
-2% -$21.7K 0.28% 90
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
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

Custom Index Systems's IAU Position: Q2 2026 in Review

Custom Index Systems reduced its iShares Gold Trust (IAU) stake by 2.4% in Q2 2026, selling an estimated $21.7K and leaving 10,338 shares worth $781K. The position accounts for 0.28% of the portfolio, ranked #90.

Custom Index Systems first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.42M in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Custom Index Systems held 10,338 shares of iShares Gold Trust worth $781K as of Q2 2026.
  • Custom Index Systems sold 256 iShares Gold Trust shares in Q2 2026, an estimated $21.7K.
  • iShares Gold Trust made up 0.28% of Custom Index Systems's portfolio in Q2 2026, its #90 holding.
  • Custom Index Systems first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
  • Custom Index Systems's iShares Gold Trust position peaked at $1.42M in Q3 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.