Capital Squared Financial’s iShares Gold Trust IAU Stock Holding History

Capital Squared Financial’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	$545K	Sell	7,211 -323	-4%	-$27.4K	0.36%	56
2026 Q1	$664K	Sell	7,534 -647	-8%	-$59.3K	0.51%	49
2025 Q4	$664K	Sell	8,181 -507	-6%	-$39.6K	0.52%	48
2025 Q3	$632K	Buy	8,688 +5	+0.1%	+$326	0.55%	46
2025 Q2	$541K	Buy	+8,683	New	+$538K	0.63%	37

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Capital Squared Financial's IAU Position: Q2 2026 in Review

Capital Squared Financial reduced its iShares Gold Trust (IAU) stake by 4.3% in Q2 2026, selling an estimated $27.4K and leaving 7,211 shares worth $545K. The position accounts for 0.36% of the portfolio, ranked #56.

Capital Squared Financial first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $664K in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Capital Squared Financial held 7,211 shares of iShares Gold Trust worth $545K as of Q2 2026.
Capital Squared Financial sold 323 iShares Gold Trust shares in Q2 2026, an estimated $27.4K.
iShares Gold Trust made up 0.36% of Capital Squared Financial's portfolio in Q2 2026, its #56 holding.
Capital Squared Financial first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
Capital Squared Financial's iShares Gold Trust position peaked at $664K in Q1 2026.
668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.