Cynosure Group’s iShares Gold Trust IAU Stock Holding History

Cynosure 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 Q1	$689K	Hold	7,814	–	–	0.09%	64
2025 Q4	$634K	Sell	7,814 -58	-0.7%	-$4.54K	0.06%	104
2025 Q3	$573K	Buy	+7,872	New	+$514K	0.06%	142

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cynosure Group's IAU Position: Q1 2026 in Review

Cynosure Group held its iShares Gold Trust (IAU) position steady in Q1 2026 at 7,814 shares worth $689K. The position accounts for 0.09% of the portfolio, ranked #64.

Cynosure Group first reported a position in IAU in Q3 2025 and has held it in 3 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Cynosure Group held 7,814 shares of iShares Gold Trust worth $689K as of Q1 2026.
Cynosure Group left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.09% of Cynosure Group's portfolio in Q1 2026, its #64 holding.
Cynosure Group first reported a position in iShares Gold Trust in Q3 2025 and has held it in 3 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.