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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Capital Investment Advisors's IAU Position: Q1 2026 in Review

Capital Investment Advisors increased its iShares Gold Trust (IAU) stake by 1.4% in Q1 2026, buying an estimated $21.6K and bringing the position to 17,449 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #278.

Capital Investment Advisors first reported a position in IAU in Q3 2020 and has held it in 23 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Capital Investment Advisors held 17,449 shares of iShares Gold Trust worth $1.54M as of Q1 2026.
  • Capital Investment Advisors bought 235 iShares Gold Trust shares in Q1 2026, an estimated $21.6K.
  • iShares Gold Trust made up 0.02% of Capital Investment Advisors's portfolio in Q1 2026, its #278 holding.
  • Capital Investment Advisors first reported a position in iShares Gold Trust in Q3 2020 and has held it in 23 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.