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 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

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 Wealth Management's IAU Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its iShares Gold Trust (IAU) stake by 1.5% in Q2 2026, buying an estimated $27.9K and bringing the position to 22,826 shares worth $1.72M. The position accounts for 0.2% of the portfolio, ranked #74.

Capital Advisors Wealth Management first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.33M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Capital Advisors Wealth Management held 22,826 shares of iShares Gold Trust worth $1.72M as of Q2 2026.
Capital Advisors Wealth Management bought 329 iShares Gold Trust shares in Q2 2026, an estimated $27.9K.
iShares Gold Trust made up 0.2% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #74 holding.
Capital Advisors Wealth Management first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
Capital Advisors Wealth Management's iShares Gold Trust position peaked at $2.33M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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