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CX Institutional’s iShares Gold Trust IAU Stock Holding History

CX Institutional’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
Q3 		$782K Sell
10,019
-95
-0.9% -$7.62K 0.02% 378
2026
Q2 		$764K Buy
10,114
+4,708
+87% +$400K 0.02% 372
2026
Q1 		$477K Sell
5,406
-917
-15% -$84.1K 0.01% 470
2025
Q4 		$513K Sell
6,323
-450
-7% -$35.2K 0.02% 416
2025
Q3 		$493K Buy
6,773
+5,059
+295% +$330K 0.02% 438
2025
Q2 		$107K Sell
1,714
-7,834
-82% -$485K ﹤0.01% 756
2025
Q1 		$563K Sell
9,548
-3,584
-27% -$194K 0.02% 339
2024
Q4 		$650K Buy
13,132
+3,004
+30% +$151K 0.03% 309
2024
Q3 		$503K Buy
+10,128
New +$474K 0.02% 367
2024
Q1 		– Sell
-2,148
Closed -$83.8K – 555
2023
Q4 		$83.8K Sell
2,148
-38,765
-95% -$1.45M ﹤0.01% 515
2023
Q3 		$1.43M Sell
40,913
-417,931
-91% -$15.3M 0.08% 212
2023
Q2 		$16.7M Sell
458,844
-17,086
-4% -$641K 0.86% 26
2023
Q1 		$17.9M Buy
475,930
+466,052
+4,718% +$16.7M 0.95% 22
2022
Q4 		$342K Sell
9,878
-3,540
-26% -$116K 0.02% 417
2022
Q3 		$423K Sell
13,418
-30,716
-70% -$1.01M 0.03% 356
2022
Q2 		$1.51M Buy
+44,134
New +$1.57M 0.11% 209
2021
Q4 		– Sell
-424
Closed -$14K – 603
2021
Q3 		$14K Buy
424
+277
+188% +$9.44K ﹤0.01% 792
2021
Q2 		$5K Sell
147
-1,295
-90% -$44.8K ﹤0.01% 866
2021
Q1 		$47K Buy
1,442
+1,253
+663% +$42.8K ﹤0.01% 504
2020
Q4 		$7K Sell
189
-204
-52% -$7.3K ﹤0.01% 767
2020
Q3 		$14K Sell
393
-48,572
-99% -$1.77M ﹤0.01% 620
2020
Q2 		$1.66M Buy
+48,965
New +$1.6M 0.22% 127
2018
Q4 		– Sell
-66
Closed -$1K – 543
2018
Q3 		$1K Buy
+66
New +$1.53K ﹤0.01% 333

Other funds holding IAU

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

CX Institutional's IAU Position: Q3 2026 in Review

CX Institutional reduced its iShares Gold Trust (IAU) stake by 0.94% in Q3 2026, selling an estimated $7.62K and leaving 10,019 shares worth $782K. The position accounts for 0.02% of the portfolio, ranked #378.

CX Institutional first reported a position in IAU in Q3 2018 and has held it in 23 quarters since. The position peaked at $17.9M in Q1 2023. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • CX Institutional held 10,019 shares of iShares Gold Trust worth $782K as of Q3 2026.
  • CX Institutional sold 95 iShares Gold Trust shares in Q3 2026, an estimated $7.62K.
  • iShares Gold Trust made up 0.02% of CX Institutional's portfolio in Q3 2026, its #378 holding.
  • CX Institutional first reported a position in iShares Gold Trust in Q3 2018 and has held it in 23 quarters since.
  • CX Institutional's iShares Gold Trust position peaked at $17.9M in Q1 2023.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.