Capital Analysts LLC’s iShares Gold Trust Micro IAUM Stock Holding History

Capital Analysts LLC’s Portfolio IAUM Stock Details IAUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13K	Hold	320	–	–	﹤0.01%	1245
2026 Q1	$15K	Hold	320	–	–	﹤0.01%	1180
2025 Q4	$14K	Hold	320	–	–	﹤0.01%	1174
2025 Q3	$12K	Hold	320	–	–	﹤0.01%	1170
2025 Q2	$11K	Hold	320	–	–	﹤0.01%	1126
2025 Q1	$10K	Hold	320	–	–	﹤0.01%	1121
2024 Q4	$8K	Buy	320 +114	+55%	+$3.03K	﹤0.01%	1101
2024 Q3	$5K	Buy	206 +120	+140%	+$2.97K	﹤0.01%	1122
2024 Q2	$2K	Buy	+86	New	+$2.01K	﹤0.01%	1113

Other funds holding IAUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Analysts LLC's IAUM Position: Q2 2026 in Review

Capital Analysts LLC held its iShares Gold Trust Micro (IAUM) position steady in Q2 2026 at 320 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Capital Analysts LLC first reported a position in IAUM in Q2 2024 and has held it in 9 quarters since. The position peaked at $15K in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Capital Analysts LLC held 320 shares of iShares Gold Trust Micro worth $13K as of Q2 2026.
Capital Analysts LLC left its iShares Gold Trust Micro share count unchanged in Q2 2026.
iShares Gold Trust Micro made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1245 holding.
Capital Analysts LLC first reported a position in iShares Gold Trust Micro in Q2 2024 and has held it in 9 quarters since.
Capital Analysts LLC's iShares Gold Trust Micro position peaked at $15K in Q1 2026.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.