Capital Advisory Group Advisory Services’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-54,824
Closed -$4.45M 76
2025
Q4
$4.45M Buy
54,824
+20,987
+62% +$1.64M 1.31% 18
2025
Q3
$2.46M Buy
+33,837
New +$2.21M 0.77% 40
2020
Q2
Sell
-127
Closed -$4K 481
2020
Q1
$4K Buy
+127
New +$3.84K 0.01% 324

Other funds holding IAU

Capital Advisory Group Advisory Services's IAU Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 54,824 shares — an estimated $4.45M sold.

Capital Advisory Group Advisory Services first reported a position in IAU in Q1 2020 and held it in 3 quarters. The position peaked at $4.45M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 54,824 iShares Gold Trust shares in Q1 2026, an estimated $4.45M.
  • Capital Advisory Group Advisory Services first reported a position in iShares Gold Trust in Q1 2020 and held it in 3 quarters.
  • Capital Advisory Group Advisory Services's iShares Gold Trust position peaked at $4.45M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.