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

Capital Performance 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 		$458K Buy
6,066
+1,566
+35% +$133K 0.03% 181
2026
Q1 		$397K Sell
4,500
-1,266
-22% -$116K 0.03% 255
2025
Q4 		$468K Buy
5,766
+1,653
+40% +$129K 0.03% 227
2025
Q3 		$299K Hold
4,113
– – 0.05% 213
2025
Q2 		$256K Sell
4,113
-387
-9% -$24K 0.05% 193
2025
Q1 		$265K Buy
+4,500
New +$243K 0.06% 177

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 Performance Advisors's IAU Position: Q2 2026 in Review

Capital Performance Advisors increased its iShares Gold Trust (IAU) stake by 35% in Q2 2026, buying an estimated $133K and bringing the position to 6,066 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #181.

Capital Performance Advisors first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $468K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Capital Performance Advisors held 6,066 shares of iShares Gold Trust worth $458K as of Q2 2026.
  • Capital Performance Advisors bought 1,566 iShares Gold Trust shares in Q2 2026, an estimated $133K.
  • iShares Gold Trust made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #181 holding.
  • Capital Performance Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Capital Performance Advisors's iShares Gold Trust position peaked at $468K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.