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 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 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

Dahring Cusmano's IAU Position: Q1 2026 in Review

Dahring Cusmano reduced its iShares Gold Trust (IAU) stake by 6% in Q1 2026, selling an estimated $274K and leaving 46,646 shares worth $4.11M. The position accounts for 2.53% of the portfolio, ranked #11.

Dahring Cusmano first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Dahring Cusmano held 46,646 shares of iShares Gold Trust worth $4.11M as of Q1 2026.
Dahring Cusmano sold 2,992 iShares Gold Trust shares in Q1 2026, an estimated $274K.
iShares Gold Trust made up 2.53% of Dahring Cusmano's portfolio in Q1 2026, its #11 holding.
Dahring Cusmano first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Dahring Cusmano's 13F filing for Q1 2026, filed 5 May 2026.