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Cyr Financial’s iShares Gold Trust IAU Stock Holding History

Cyr Financial’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 		$291K Hold
3,859
– – 0.15% 51
2026
Q1 		$340K Buy
+3,859
New +$354K 0.2% 48

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cyr Financial's IAU Position: Q2 2026 in Review

Cyr Financial held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,859 shares worth $291K. The position accounts for 0.15% of the portfolio, ranked #51.

Cyr Financial first reported a position in IAU in Q1 2026 and has held it in 2 quarters since. The position peaked at $340K in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cyr Financial held 3,859 shares of iShares Gold Trust worth $291K as of Q2 2026.
  • Cyr Financial left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.15% of Cyr Financial's portfolio in Q2 2026, its #51 holding.
  • Cyr Financial first reported a position in iShares Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Cyr Financial's iShares Gold Trust position peaked at $340K in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cyr Financial's 13F filing for Q2 2026, filed 20 Jul 2026.