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Capital A Wealth Management’s iShares Gold Trust IAU Stock Holding History

Capital A Wealth 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
2025
Q2 		– Sell
-3
Closed -$177 – 622
2025
Q1 		$177 Buy
3
+2
+200% +$108 ﹤0.01% 682
2024
Q4 		$50 Buy
+1
New +$50 ﹤0.01% 822

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital A Wealth Management's IAU Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2025, closing a stake of 3 shares — an estimated $177 sold.

Capital A Wealth Management first reported a position in IAU in Q4 2024 and held it in 2 quarters. The position peaked at $177 in Q1 2025. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares Gold Trust position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 3 iShares Gold Trust shares in Q2 2025, an estimated $177.
  • Capital A Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares Gold Trust position peaked at $177 in Q1 2025.
  • 1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.