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

Capital Group Private Client Services’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 		$34.7M Buy
458,998
+707
+0.2% +$60K 0.49% 31
2026
Q1 		$40.4M Buy
458,291
+40,715
+10% +$3.73M 0.68% 24
2025
Q4 		$33.9M Buy
417,576
+21,336
+5% +$1.67M 0.54% 31
2025
Q3 		$28.8M Buy
396,240
+16,557
+4% +$1.08M 0.48% 35
2025
Q2 		$23.7M Buy
379,683
+66,069
+21% +$4.09M 0.21% 107
2025
Q1 		$18.5M Sell
313,614
-29,708
-9% -$1.61M 0.18% 112
2024
Q4 		$17M Buy
343,322
+19,557
+6% +$983K 0.16% 123
2024
Q3 		$16.1M Buy
323,765
+17,226
+6% +$806K 0.15% 132
2024
Q2 		$13.5M Sell
306,539
-140
-0% -$6.19K 0.13% 133
2024
Q1 		$12.9M Sell
306,679
-14,608
-5% -$573K 0.13% 138
2023
Q4 		$12.5M Buy
321,287
+2,807
+0.9% +$105K 0.13% 129
2023
Q3 		$11.1M Sell
318,480
-126
-0% -$4.6K 0.14% 125
2023
Q2 		$11.6M Sell
318,606
-56,311
-15% -$2.11M 0.14% 125
2023
Q1 		$14M Buy
374,917
+7,406
+2% +$266K 0.17% 116
2022
Q4 		$12.7M Buy
367,511
+413
+0.1% +$13.6K 0.16% 124
2022
Q3 		$11.6M Buy
367,098
+63,499
+21% +$2.08M 0.16% 123
2022
Q2 		$10.4M Buy
303,599
+2,330
+0.8% +$82.9K 0.13% 136
2022
Q1 		$11.1M Buy
301,269
+33,830
+13% +$1.21M 0.12% 133
2021
Q4 		$9.31M Sell
267,439
-1,554
-0.6% -$53.1K 0.1% 134
2021
Q3 		$8.99M Buy
+268,993
New +$9.16M 0.1% 135

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Group Private Client Services's IAU Position: Q2 2026 in Review

Capital Group Private Client Services increased its iShares Gold Trust (IAU) stake by 0.15% in Q2 2026, buying an estimated $60K and bringing the position to 458,998 shares worth $34.7M. The position accounts for 0.49% of the portfolio, ranked #31.

Capital Group Private Client Services first reported a position in IAU in Q3 2021 and has held it in 20 quarters since. The position peaked at $40.4M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Capital Group Private Client Services held 458,998 shares of iShares Gold Trust worth $34.7M as of Q2 2026.
  • Capital Group Private Client Services bought 707 iShares Gold Trust shares in Q2 2026, an estimated $60K.
  • iShares Gold Trust made up 0.49% of Capital Group Private Client Services's portfolio in Q2 2026, its #31 holding.
  • Capital Group Private Client Services first reported a position in iShares Gold Trust in Q3 2021 and has held it in 20 quarters since.
  • Capital Group Private Client Services's iShares Gold Trust position peaked at $40.4M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.