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

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

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. 1,911 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.
1,911 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.