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CWA Asset Management Group’s iShares Gold Trust IAU Stock Holding History

CWA Asset Management Group’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 		$1.3M Buy
17,178
+8,156
+90% +$692K 0.04% 355
2026
Q1 		$795K Sell
9,022
-1,868
-17% -$171K 0.03% 409
2025
Q4 		$884K Buy
10,890
+2,784
+34% +$218K 0.03% 375
2025
Q3 		$590K Buy
8,106
+1,800
+29% +$117K 0.02% 447
2025
Q2 		$393K Buy
6,306
+86
+1% +$5.33K 0.02% 481
2025
Q1 		$367K Sell
6,220
-11,026
-64% -$596K 0.02% 473
2024
Q4 		$854K Hold
17,246
– – 0.04% 285
2024
Q3 		$857K Buy
+17,246
New +$807K 0.05% 275
2024
Q1 		$727K Sell
17,299
-1,837
-10% -$72K 0.04% 269
2023
Q4 		$747K Sell
19,136
-1,314
-6% -$49.2K 0.05% 201
2023
Q3 		$716K Sell
20,450
-760
-4% -$27.7K 0.05% 170
2023
Q2 		$772K Buy
21,210
+592
+3% +$22.2K 0.05% 156
2023
Q1 		$770K Sell
20,618
-9,566
-32% -$343K 0.06% 149
2022
Q4 		$1.04M Sell
30,184
-87,239
-74% -$2.86M 0.08% 137
2022
Q3 		$3.7M Buy
+117,423
New +$3.85M 0.36% 62

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CWA Asset Management Group's IAU Position: Q2 2026 in Review

CWA Asset Management Group increased its iShares Gold Trust (IAU) stake by 90% in Q2 2026, buying an estimated $692K and bringing the position to 17,178 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #355.

CWA Asset Management Group first reported a position in IAU in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.7M in Q3 2022. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • CWA Asset Management Group held 17,178 shares of iShares Gold Trust worth $1.3M as of Q2 2026.
  • CWA Asset Management Group bought 8,156 iShares Gold Trust shares in Q2 2026, an estimated $692K.
  • iShares Gold Trust made up 0.04% of CWA Asset Management Group's portfolio in Q2 2026, its #355 holding.
  • CWA Asset Management Group first reported a position in iShares Gold Trust in Q3 2022 and has held it in 15 quarters since.
  • CWA Asset Management Group's iShares Gold Trust position peaked at $3.7M in Q3 2022.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.