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CoreCap Advisors’s iShares Gold Trust IAU Stock Holding History

CoreCap 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 		$1.02M Buy
13,476
+1,254
+10% +$106K 0.03% 381
2026
Q1 		$1.08M Sell
12,222
-7,116
-37% -$653K 0.04% 355
2025
Q4 		$1.57M Buy
19,338
+1,705
+10% +$133K 0.05% 292
2025
Q3 		$1.28M Buy
17,633
+2,796
+19% +$182K 0.05% 318
2025
Q2 		$925K Sell
14,837
-2,331
-14% -$144K 0.04% 366
2025
Q1 		$1.01M Buy
17,168
+5,774
+51% +$312K 0.04% 330
2024
Q4 		$564K Buy
11,394
+1,910
+20% +$96K 0.03% 443
2024
Q3 		$471K Buy
+9,484
New +$444K 0.02% 471
2024
Q2 		– Sell
-10,527
Closed -$442K – 2046
2024
Q1 		$442K Buy
+10,527
New +$413K 0.02% 419
2022
Q4 		$384K Buy
11,097
+2,827
+34% +$92.8K 0.03% 401
2022
Q3 		$261K Buy
8,270
+358
+5% +$11.7K 0.02% 436
2022
Q2 		$271K Buy
7,912
+939
+13% +$33.4K 0.02% 446
2022
Q1 		$257K Buy
6,973
+4,739
+212% +$169K 0.02% 445
2021
Q4 		$78K Buy
+2,234
New +$76.3K 0.01% 848

Other funds holding IAU

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
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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CoreCap Advisors's IAU Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Gold Trust (IAU) stake by 10% in Q2 2026, buying an estimated $106K and bringing the position to 13,476 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #381.

CoreCap Advisors first reported a position in IAU in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.57M in Q4 2025. 524 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • CoreCap Advisors held 13,476 shares of iShares Gold Trust worth $1.02M as of Q2 2026.
  • CoreCap Advisors bought 1,254 iShares Gold Trust shares in Q2 2026, an estimated $106K.
  • iShares Gold Trust made up 0.03% of CoreCap Advisors's portfolio in Q2 2026, its #381 holding.
  • CoreCap Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's iShares Gold Trust position peaked at $1.57M in Q4 2025.
  • 524 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.