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AlphaCore Capital’s iShares Gold Trust IAU Stock Holding History

AlphaCore Capital’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 		$1.68M Sell
19,086
-6,890
-27% -$632K 0.04% 282
2025
Q4 		$2.11M Buy
25,976
+12,750
+96% +$997K 0.05% 260
2025
Q3 		$962K Sell
13,226
-15,342
-54% -$1M 0.03% 308
2025
Q2 		$1.78M Buy
28,568
+9,145
+47% +$567K 0.07% 194
2025
Q1 		$1.15M Buy
+19,423
New +$1.05M 0.1% 159
2024
Q1 		– Sell
-18,654
Closed -$728K – 239
2023
Q4 		$728K Hold
18,654
– – 0.11% 120
2023
Q3 		$653K Buy
18,654
+761
+4% +$27.8K 0.1% 125
2023
Q2 		$651K Buy
+17,893
New +$671K 0.1% 124

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

AlphaCore Capital's IAU Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares Gold Trust (IAU) stake by 27% in Q1 2026, selling an estimated $632K and leaving 19,086 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #282.

AlphaCore Capital first reported a position in IAU in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.11M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • AlphaCore Capital held 19,086 shares of iShares Gold Trust worth $1.68M as of Q1 2026.
  • AlphaCore Capital sold 6,890 iShares Gold Trust shares in Q1 2026, an estimated $632K.
  • iShares Gold Trust made up 0.04% of AlphaCore Capital's portfolio in Q1 2026, its #282 holding.
  • AlphaCore Capital first reported a position in iShares Gold Trust in Q2 2023 and has held it in 8 quarters since.
  • AlphaCore Capital's iShares Gold Trust position peaked at $2.11M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.