Cypress Wealth Services’s iShares Gold Trust IAU Stock Holding History

Cypress Wealth Services’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	$2.63M	Buy	34,847 +764	+2%	+$64.9K	0.32%	66
2026 Q1	$3M	Sell	34,083 -27,830	-45%	-$2.55M	0.42%	56
2025 Q4	$5.03M	Buy	61,913 +5,731	+10%	+$448K	0.7%	34
2025 Q3	$4.09M	Buy	56,182 +13,459	+32%	+$878K	0.67%	36
2025 Q2	$2.66M	Sell	42,723 -3,325	-7%	-$206K	0.48%	45
2025 Q1	$2.71M	Buy	46,048 +19,538	+74%	+$1.06M	0.55%	41
2024 Q4	$1.31M	Buy	26,510 +18,825	+245%	+$946K	0.26%	70
2024 Q3	$382K	Buy	+7,685	New	+$360K	0.08%	184

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cypress Wealth Services's IAU Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares Gold Trust (IAU) stake by 2.2% in Q2 2026, buying an estimated $64.9K and bringing the position to 34,847 shares worth $2.63M. The position accounts for 0.32% of the portfolio, ranked #66.

Cypress Wealth Services first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.03M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Cypress Wealth Services held 34,847 shares of iShares Gold Trust worth $2.63M as of Q2 2026.
Cypress Wealth Services bought 764 iShares Gold Trust shares in Q2 2026, an estimated $64.9K.
iShares Gold Trust made up 0.32% of Cypress Wealth Services's portfolio in Q2 2026, its #66 holding.
Cypress Wealth Services first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
Cypress Wealth Services's iShares Gold Trust position peaked at $5.03M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.