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Cape Investment Advisory’s iShares Gold Trust IAU Stock Holding History

Cape Investment Advisory’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 		$208K Buy
2,749
+294
+12% +$25K 0.06% 224
2026
Q1 		$216K Sell
2,455
-1,986
-45% -$182K 0.07% 214
2025
Q4 		$360K Buy
4,441
+1,775
+67% +$139K 0.11% 144
2025
Q3 		$194K Sell
2,666
-256
-9% -$16.7K 0.19% 115
2025
Q2 		$182K Sell
2,922
-292
-9% -$18.1K 0.07% 193
2025
Q1 		$189K Buy
3,214
+828
+35% +$44.8K 0.08% 183
2024
Q4 		$118K Buy
2,386
+2,031
+572% +$102K 0.05% 223
2024
Q3 		$17.6K Hold
355
– – 0.01% 479
2024
Q2 		$15.6K Hold
355
– – 0.01% 456
2024
Q1 		$14.9K Hold
355
– – 0.01% 477
2023
Q4 		$13.9K Sell
355
-100
-22% -$3.74K 0.01% 599
2023
Q3 		$15.9K Hold
455
– – 0.01% 480
2023
Q2 		$16.6K Sell
455
-57
-11% -$2.14K 0.01% 471
2023
Q1 		$19.1K Buy
+512
New +$18.4K 0.01% 430

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

Cape Investment Advisory's IAU Position: Q2 2026 in Review

Cape Investment Advisory increased its iShares Gold Trust (IAU) stake by 12% in Q2 2026, buying an estimated $25K and bringing the position to 2,749 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #224.

Cape Investment Advisory first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $360K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cape Investment Advisory held 2,749 shares of iShares Gold Trust worth $208K as of Q2 2026.
  • Cape Investment Advisory bought 294 iShares Gold Trust shares in Q2 2026, an estimated $25K.
  • iShares Gold Trust made up 0.06% of Cape Investment Advisory's portfolio in Q2 2026, its #224 holding.
  • Cape Investment Advisory first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's iShares Gold Trust position peaked at $360K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.