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Cypress Capital Group’s iShares Gold Trust IAU Stock Holding History

Cypress Capital 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 		$20.3M Sell
269,426
-2,638
-1% -$224K 1.9% 13
2026
Q1 		$24M Sell
272,064
-2,436
-0.9% -$223K 2.7% 5
2025
Q4 		$22.3M Buy
274,500
+3,994
+1% +$312K 2.5% 9
2025
Q3 		$19.7M Buy
270,506
+8,457
+3% +$552K 2.35% 10
2025
Q2 		$16.3M Buy
262,049
+75,914
+41% +$4.7M 2.03% 10
2025
Q1 		$11M Buy
186,135
+67,433
+57% +$3.65M 1.44% 17
2024
Q4 		$5.88M Buy
118,702
+16,782
+16% +$843K 0.72% 37
2024
Q3 		$5.07M Buy
101,920
+5,474
+6% +$256K 0.57% 44
2024
Q2 		$4.24M Sell
96,446
-695
-0.7% -$30.7K 0.51% 50
2024
Q1 		$4.08M Sell
97,141
-3,854
-4% -$151K 0.49% 54
2023
Q4 		$3.94M Sell
100,995
-256
-0.3% -$9.58K 0.51% 53
2023
Q3 		$3.54M Sell
101,251
-292
-0.3% -$10.7K 0.51% 52
2023
Q2 		$3.7M Sell
101,543
-2,073
-2% -$77.7K 0.53% 50
2023
Q1 		$3.87M Sell
103,616
-2,104
-2% -$75.5K 0.59% 47
2022
Q4 		$3.66M Buy
105,720
+87
+0.1% +$2.86K 0.55% 54
2022
Q3 		$3.33M Sell
105,633
-1,900
-2% -$62.3K 0.56% 53
2022
Q2 		$3.69M Sell
107,533
-1,794
-2% -$63.8K 0.56% 50
2022
Q1 		$4.03M Buy
109,327
+15,073
+16% +$538K 0.5% 60
2021
Q4 		$3.28M Buy
94,254
+72,493
+333% +$2.48M 0.41% 68
2021
Q3 		$727K Buy
21,761
+185
+0.9% +$6.3K 0.1% 177
2021
Q2 		$727K Sell
21,576
-739
-3% -$25.5K 0.1% 184
2021
Q1 		$726K Buy
22,315
+350
+2% +$12K 0.1% 179
2020
Q4 		$796K Buy
+21,965
New +$786K 0.12% 146

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cypress Capital Group's IAU Position: Q2 2026 in Review

Cypress Capital Group reduced its iShares Gold Trust (IAU) stake by 0.97% in Q2 2026, selling an estimated $224K and leaving 269,426 shares worth $20.3M. The position accounts for 1.9% of the portfolio, ranked #13.

Cypress Capital Group first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $24M in Q1 2026. 1,509 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cypress Capital Group held 269,426 shares of iShares Gold Trust worth $20.3M as of Q2 2026.
  • Cypress Capital Group sold 2,638 iShares Gold Trust shares in Q2 2026, an estimated $224K.
  • iShares Gold Trust made up 1.9% of Cypress Capital Group's portfolio in Q2 2026, its #13 holding.
  • Cypress Capital Group first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Cypress Capital Group's iShares Gold Trust position peaked at $24M in Q1 2026.
  • 1,509 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.