Capital Advisors Inc’s iShares Gold Trust IAU Stock Holding History

Capital Advisors Inc’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	$7.9M	Buy	104,567 +6,850	+7%	+$581K	0.12%	98
2026 Q1	$8.61M	Sell	97,717 -896	-0.9%	-$82.2K	0.14%	94
2025 Q4	$8M	Buy	98,613 +8,417	+9%	+$658K	0.13%	97
2025 Q3	$6.56M	Buy	90,196 +42,840	+90%	+$2.79M	0.11%	96
2025 Q2	$2.95M	Buy	47,356 +33,171	+234%	+$2.06M	0.05%	107
2025 Q1	$836K	Sell	14,185 -38	-0.3%	-$2.06K	0.02%	153
2024 Q4	$704K	Buy	14,223 +3,257	+30%	+$164K	0.01%	166
2024 Q3	$545K	Buy	10,966 +320	+3%	+$15K	0.01%	187
2024 Q2	$468K	Buy	10,646 +1,309	+14%	+$57.8K	0.01%	205
2024 Q1	$392K	Buy	+9,337	New	+$366K	0.01%	215
2022 Q2	–	Sell	-7,173	Closed	-$264K	–	247
2022 Q1	$264K	Buy	+7,173	New	+$256K	0.01%	221

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

Capital Advisors Inc's IAU Position: Q2 2026 in Review

Capital Advisors Inc increased its iShares Gold Trust (IAU) stake by 7% in Q2 2026, buying an estimated $581K and bringing the position to 104,567 shares worth $7.9M. The position accounts for 0.12% of the portfolio, ranked #98.

Capital Advisors Inc first reported a position in IAU in Q1 2022 and has held it in 11 quarters since. The position peaked at $8.61M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Capital Advisors Inc held 104,567 shares of iShares Gold Trust worth $7.9M as of Q2 2026.
Capital Advisors Inc bought 6,850 iShares Gold Trust shares in Q2 2026, an estimated $581K.
iShares Gold Trust made up 0.12% of Capital Advisors Inc's portfolio in Q2 2026, its #98 holding.
Capital Advisors Inc first reported a position in iShares Gold Trust in Q1 2022 and has held it in 11 quarters since.
Capital Advisors Inc's iShares Gold Trust position peaked at $8.61M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.