Capital Advantage
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Capital Advantage’s iShares Gold Trust IAU Stock Holding History

Capital Advantage’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
Q3 		$200K Buy
+2,563
New +$205K 0.02% 158
2026
Q2 		– Sell
-2,993
Closed -$264K – 152
2026
Q1 		$264K Hold
2,993
– – 0.03% 131
2025
Q4 		$243K Buy
+2,993
New +$234K 0.03% 139

Other funds holding IAU

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Capital Advantage's IAU Position: Q3 2026 in Review

Capital Advantage opened a new position in iShares Gold Trust (IAU) in Q3 2026: 2,563 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #158 among its holdings. This is a return to the name: Capital Advantage previously reported a position in IAU as recently as Q1 2026.

Capital Advantage first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $264K in Q1 2026. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Capital Advantage held 2,563 shares of iShares Gold Trust worth $200K as of Q3 2026.
  • iShares Gold Trust was a new Capital Advantage position in Q3 2026.
  • iShares Gold Trust made up 0.02% of Capital Advantage's portfolio in Q3 2026, its #158 holding.
  • Capital Advantage first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Capital Advantage's iShares Gold Trust position peaked at $264K in Q1 2026.
  • 641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.