DC
IAU icon

Dahring Cusmano’s iShares Gold Trust IAU Stock Holding History

Dahring Cusmano’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 		$3.44M Sell
45,596
-1,050
-2% -$89.1K 1.82% 17
2026
Q1 		$4.11M Sell
46,646
-2,992
-6% -$274K 2.53% 11
2025
Q4 		$4.03M Sell
49,638
-6,337
-11% -$496K 2.8% 10
2025
Q3 		$4.07M Sell
55,975
-711
-1% -$46.4K 2.94% 10
2025
Q2 		$3.53M Buy
56,686
+722
+1% +$44.7K 2.75% 10
2025
Q1 		$3.3M Buy
55,964
+1,448
+3% +$78.3K 2.84% 10
2024
Q4 		$2.7M Buy
+54,516
New +$2.74M 2.45% 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

Dahring Cusmano's IAU Position: Q2 2026 in Review

Dahring Cusmano reduced its iShares Gold Trust (IAU) stake by 2.3% in Q2 2026, selling an estimated $89.1K and leaving 45,596 shares worth $3.44M. The position accounts for 1.82% of the portfolio, ranked #17.

Dahring Cusmano first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.11M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Dahring Cusmano held 45,596 shares of iShares Gold Trust worth $3.44M as of Q2 2026.
  • Dahring Cusmano sold 1,050 iShares Gold Trust shares in Q2 2026, an estimated $89.1K.
  • iShares Gold Trust made up 1.82% of Dahring Cusmano's portfolio in Q2 2026, its #17 holding.
  • Dahring Cusmano first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Dahring Cusmano's iShares Gold Trust position peaked at $4.11M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Dahring Cusmano's 13F filing for Q2 2026, filed 28 Jul 2026.