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

Capital Advisors 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
2026 Q3	$693K	Sell	8,873 -13,953	-61%	-$1.12M	0.08%	125
2026 Q2	$1.72M	Buy	22,826 +329	+1%	+$27.9K	0.2%	74
2026 Q1	$1.98M	Sell	22,497 -6,155	-21%	-$565K	0.27%	64
2025 Q4	$2.33M	Buy	28,652 +2,608	+10%	+$204K	0.32%	60
2025 Q3	$1.9M	Sell	26,044 -1,653	-6%	-$108K	0.27%	60
2025 Q2	$1.73M	Buy	+27,697	New	+$1.72M	0.27%	59

Other funds holding IAU

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Capital Advisors Wealth Management's IAU Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its iShares Gold Trust (IAU) stake by 61% in Q3 2026, selling an estimated $1.12M and leaving 8,873 shares worth $693K. The position accounts for 0.08% of the portfolio, ranked #125.

Capital Advisors Wealth Management first reported a position in IAU in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.33M in Q4 2025. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Capital Advisors Wealth Management held 8,873 shares of iShares Gold Trust worth $693K as of Q3 2026.
Capital Advisors Wealth Management sold 13,953 iShares Gold Trust shares in Q3 2026, an estimated $1.12M.
iShares Gold Trust made up 0.08% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #125 holding.
Capital Advisors Wealth Management first reported a position in iShares Gold Trust in Q2 2025 and has held it in 6 quarters since.
Capital Advisors Wealth Management's iShares Gold Trust position peaked at $2.33M in Q4 2025.
98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.