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

Capital Investment Management’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 		$377K Buy
4,992
+1,310
+36% +$111K 0.12% 90
2026
Q1 		$325K Sell
3,682
-6,452
-64% -$592K 0.11% 90
2025
Q4 		$823K Buy
+10,134
New +$793K 0.29% 63

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Capital Investment Management's IAU Position: Q2 2026 in Review

Capital Investment Management increased its iShares Gold Trust (IAU) stake by 36% in Q2 2026, buying an estimated $111K and bringing the position to 4,992 shares worth $377K. The position accounts for 0.12% of the portfolio, ranked #90.

Capital Investment Management first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $823K in Q4 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Capital Investment Management held 4,992 shares of iShares Gold Trust worth $377K as of Q2 2026.
  • Capital Investment Management bought 1,310 iShares Gold Trust shares in Q2 2026, an estimated $111K.
  • iShares Gold Trust made up 0.12% of Capital Investment Management's portfolio in Q2 2026, its #90 holding.
  • Capital Investment Management first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Management's iShares Gold Trust position peaked at $823K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.