CVA Family Office’s iShares Gold Trust IAU Stock Holding History

CVA Family Office’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	$147K	Buy	1,946 +381	+24%	+$32.3K	0.01%	396
2026 Q1	$138K	Hold	1,565	–	–	0.01%	392
2025 Q4	$127K	Hold	1,565	–	–	0.01%	372
2025 Q3	$114K	Hold	1,565	–	–	0.01%	390
2025 Q2	$97.6K	Hold	1,565	–	–	0.01%	405
2025 Q1	$92.3K	Hold	1,565	–	–	0.01%	400
2024 Q4	$77.5K	Hold	1,565	–	–	0.01%	437
2024 Q3	$77.8K	Hold	1,565	–	–	0.01%	424
2024 Q2	$68.8K	Hold	1,565	–	–	0.01%	430
2024 Q1	$65.7K	Hold	1,565	–	–	0.01%	435
2023 Q4	$61.1K	Buy	+1,565	New	+$58.6K	0.01%	427
2023 Q3	–	Sell	-1,565	Closed	-$57K	–	558
2023 Q2	$57K	Hold	1,565	–	–	0.01%	420
2023 Q1	$58.5K	Hold	1,565	–	–	0.01%	413
2022 Q4	$54.1K	Hold	1,565	–	–	0.01%	398
2022 Q3	$49K	Hold	1,565	–	–	0.01%	368
2022 Q2	$54K	Hold	1,565	–	–	0.01%	356
2022 Q1	$58K	Hold	1,565	–	–	0.01%	367
2021 Q4	$54K	Buy	+1,565	New	+$53.5K	0.01%	345
2021 Q3	–	Sell	-1,565	Closed	-$53K	–	589
2021 Q2	$53K	Hold	1,565	–	–	0.02%	356
2021 Q1	$51K	Buy	+1,565	New	+$53.5K	0.02%	273

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CVA Family Office's IAU Position: Q2 2026 in Review

CVA Family Office increased its iShares Gold Trust (IAU) stake by 24% in Q2 2026, buying an estimated $32.3K and bringing the position to 1,946 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #396.

CVA Family Office first reported a position in IAU in Q1 2021 and has held it in 20 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

CVA Family Office held 1,946 shares of iShares Gold Trust worth $147K as of Q2 2026.
CVA Family Office bought 381 iShares Gold Trust shares in Q2 2026, an estimated $32.3K.
iShares Gold Trust made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #396 holding.
CVA Family Office first reported a position in iShares Gold Trust in Q1 2021 and has held it in 20 quarters since.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.