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Advance Capital Management’s iShares Gold Trust IAU Stock Holding History

Advance Capital Management’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 		$825K Buy
9,360
+270
+3% +$24.8K 0.03% 75
2025
Q4 		$738K Sell
9,090
-1,326
-13% -$104K 0.03% 87
2025
Q3 		$758K Buy
10,416
+374
+4% +$24.4K 0.03% 81
2025
Q2 		$626K Sell
10,042
-209
-2% -$13K 0.03% 93
2025
Q1 		$604K Buy
10,251
+395
+4% +$21.4K 0.03% 91
2024
Q4 		$488K Buy
9,856
+2,280
+30% +$115K 0.02% 92
2024
Q3 		$377K Buy
7,576
+128
+2% +$5.99K 0.02% 105
2024
Q2 		$327K Buy
7,448
+1,978
+36% +$87.4K 0.02% 112
2024
Q1 		$230K Hold
5,470
– – 0.02% 132
2023
Q4 		$213K Buy
+5,470
New +$205K 0.02% 124
2023
Q1 		– Sell
-5,896
Closed -$204K – 108
2022
Q4 		$204K Buy
+5,896
New +$194K 0.03% 103
2022
Q3 		– Sell
-6,294
Closed -$216K – 90
2022
Q2 		$216K Sell
6,294
-375
-6% -$13.3K 0.03% 78
2022
Q1 		$246K Buy
6,669
+54
+0.8% +$1.93K 0.03% 75
2021
Q4 		$230K Buy
+6,615
New +$226K 0.05% 77

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advance Capital Management's IAU Position: Q1 2026 in Review

Advance Capital Management increased its iShares Gold Trust (IAU) stake by 3% in Q1 2026, buying an estimated $24.8K and bringing the position to 9,360 shares worth $825K. The position accounts for 0.03% of the portfolio, ranked #75.

Advance Capital Management first reported a position in IAU in Q4 2021 and has held it in 14 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Advance Capital Management held 9,360 shares of iShares Gold Trust worth $825K as of Q1 2026.
  • Advance Capital Management bought 270 iShares Gold Trust shares in Q1 2026, an estimated $24.8K.
  • iShares Gold Trust made up 0.03% of Advance Capital Management's portfolio in Q1 2026, its #75 holding.
  • Advance Capital Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 14 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.