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Cyndeo Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Cyndeo Wealth Partners’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 		$18.7M Sell
247,086
-734
-0.3% -$62.3K 0.88% 24
2026
Q1 		$21.8M Sell
247,820
-17,835
-7% -$1.64M 1.15% 14
2025
Q4 		$21.6M Sell
265,655
-3,414
-1% -$267K 1.16% 16
2025
Q3 		$19.6M Sell
269,069
-10,397
-4% -$678K 1.09% 17
2025
Q2 		$17.4M Sell
279,466
-57
-0% -$3.53K 1.03% 20
2025
Q1 		$16.5M Sell
279,523
-11,686
-4% -$632K 1.08% 19
2024
Q4 		$14.4M Sell
291,209
-21,133
-7% -$1.06M 0.97% 23
2024
Q3 		$15.5M Buy
312,342
+3,766
+1% +$176K 1.08% 21
2024
Q2 		$13.6M Sell
308,576
-428
-0.1% -$18.9K 1.06% 18
2024
Q1 		$13M Sell
309,004
-8,358
-3% -$328K 1.08% 17
2023
Q4 		$12.4M Buy
317,362
+6,487
+2% +$243K 1.15% 17
2023
Q3 		$10.9M Buy
310,875
+319
+0.1% +$11.6K 1.13% 19
2023
Q2 		$11.3M Sell
310,556
-2,191
-0.7% -$82.1K 1.18% 19
2023
Q1 		$11.7M Buy
312,747
+4,106
+1% +$147K 1.26% 14
2022
Q4 		$10.7M Buy
+308,641
New +$10.1M 1.25% 11

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

Cyndeo Wealth Partners's IAU Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its iShares Gold Trust (IAU) stake by 0.3% in Q2 2026, selling an estimated $62.3K and leaving 247,086 shares worth $18.7M. The position accounts for 0.88% of the portfolio, ranked #24.

Cyndeo Wealth Partners first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.8M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cyndeo Wealth Partners held 247,086 shares of iShares Gold Trust worth $18.7M as of Q2 2026.
  • Cyndeo Wealth Partners sold 734 iShares Gold Trust shares in Q2 2026, an estimated $62.3K.
  • iShares Gold Trust made up 0.88% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's iShares Gold Trust position peaked at $21.8M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.