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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
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

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

CX Institutional's IAU Position: Q2 2026 in Review

CX Institutional increased its iShares Gold Trust (IAU) stake by 87% in Q2 2026, buying an estimated $400K and bringing the position to 10,114 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #372.

CX Institutional first reported a position in IAU in Q3 2018 and has held it in 22 quarters since. The position peaked at $17.9M in Q1 2023. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • CX Institutional held 10,114 shares of iShares Gold Trust worth $764K as of Q2 2026.
  • CX Institutional bought 4,708 iShares Gold Trust shares in Q2 2026, an estimated $400K.
  • iShares Gold Trust made up 0.02% of CX Institutional's portfolio in Q2 2026, its #372 holding.
  • CX Institutional first reported a position in iShares Gold Trust in Q3 2018 and has held it in 22 quarters since.
  • CX Institutional's iShares Gold Trust position peaked at $17.9M in Q1 2023.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.