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Capital Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Capital Investment Advisors’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 		$1.3M Sell
17,239
-210
-1% -$17.8K 0.02% 316
2026
Q1 		$1.54M Buy
17,449
+235
+1% +$21.6K 0.02% 278
2025
Q4 		$1.4M Sell
17,214
-9
-0.1% -$704 0.02% 288
2025
Q3 		$1.25M Buy
17,223
+108
+0.6% +$7.04K 0.02% 303
2025
Q2 		$1.07M Buy
17,115
+1,200
+8% +$74.4K 0.02% 323
2025
Q1 		$938K Buy
15,915
+234
+1% +$12.7K 0.02% 328
2024
Q4 		$776K Buy
15,681
+1,164
+8% +$58.5K 0.02% 344
2024
Q3 		$721K Buy
14,517
+455
+3% +$21.3K 0.01% 350
2024
Q2 		$618K Buy
14,062
+1,189
+9% +$52.5K 0.01% 364
2024
Q1 		$541K Sell
12,873
-2,018
-14% -$79.1K 0.01% 380
2023
Q4 		$581K Buy
14,891
+699
+5% +$26.2K 0.01% 354
2023
Q3 		$497K Buy
14,192
+1,009
+8% +$36.8K 0.01% 360
2023
Q2 		$480K Buy
13,183
+3,065
+30% +$115K 0.01% 347
2023
Q1 		$378K Buy
10,118
+818
+9% +$29.4K 0.01% 400
2022
Q4 		$322K Sell
9,300
-2,291
-20% -$75.2K 0.01% 428
2022
Q3 		$365K Buy
11,591
+161
+1% +$5.28K 0.01% 380
2022
Q2 		$392K Buy
11,430
+3,105
+37% +$110K 0.01% 376
2022
Q1 		$307K Buy
8,325
+393
+5% +$14K 0.01% 457
2021
Q4 		$276K Buy
7,932
+403
+5% +$13.8K 0.01% 482
2021
Q3 		$252K Buy
7,529
+424
+6% +$14.4K 0.01% 489
2021
Q2 		$240K Buy
7,105
+226
+3% +$7.81K 0.01% 506
2021
Q1 		$224K Buy
6,879
+138
+2% +$4.72K 0.01% 488
2020
Q4 		$244K Buy
6,741
+550
+9% +$19.7K 0.01% 453
2020
Q3 		$223K Buy
+6,191
New +$226K 0.01% 449

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 22.9% 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 Investment Advisors's IAU Position: Q2 2026 in Review

Capital Investment Advisors reduced its iShares Gold Trust (IAU) stake by 1.2% in Q2 2026, selling an estimated $17.8K and leaving 17,239 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #316.

Capital Investment Advisors first reported a position in IAU in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.54M in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Capital Investment Advisors held 17,239 shares of iShares Gold Trust worth $1.3M as of Q2 2026.
  • Capital Investment Advisors sold 210 iShares Gold Trust shares in Q2 2026, an estimated $17.8K.
  • iShares Gold Trust made up 0.02% of Capital Investment Advisors's portfolio in Q2 2026, its #316 holding.
  • Capital Investment Advisors first reported a position in iShares Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • Capital Investment Advisors's iShares Gold Trust position peaked at $1.54M in Q1 2026.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.