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 Q2	$800K	Buy	10,600 +1,240	+13%	+$105K	0.03%	89
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 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

Advance Capital Management's IAU Position: Q2 2026 in Review

Advance Capital Management increased its iShares Gold Trust (IAU) stake by 13% in Q2 2026, buying an estimated $105K and bringing the position to 10,600 shares worth $800K. The position accounts for 0.03% of the portfolio, ranked #89.

Advance Capital Management first reported a position in IAU in Q4 2021 and has held it in 15 quarters since. The position peaked at $825K in Q1 2026. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Advance Capital Management held 10,600 shares of iShares Gold Trust worth $800K as of Q2 2026.
Advance Capital Management bought 1,240 iShares Gold Trust shares in Q2 2026, an estimated $105K.
iShares Gold Trust made up 0.03% of Advance Capital Management's portfolio in Q2 2026, its #89 holding.
Advance Capital Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 15 quarters since.
Advance Capital Management's iShares Gold Trust position peaked at $825K in Q1 2026.
1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.