First Capital Advisors Group’s iShares Gold Trust IAU Stock Holding History

First Capital Advisors Group’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
2023 Q2	$185K	Buy	+5,076	New	+$190K	0.1%	152
2018 Q2	–	Sell	-250	Closed	-$6K	–	431
2018 Q1	$6K	Buy	+250	New	+$6.38K	﹤0.01%	614

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Capital Advisors Group's IAU Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in iShares Gold Trust (IAU) in Q2 2023: 5,076 shares worth $185K. The stake represents 0.1% of the portfolio and ranks #152 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in IAU as recently as Q1 2018.

First Capital Advisors Group first reported a position in IAU in Q1 2018 and has held it in 2 quarters since. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

First Capital Advisors Group held 5,076 shares of iShares Gold Trust worth $185K as of Q2 2023.
iShares Gold Trust was a new First Capital Advisors Group position in Q2 2023.
iShares Gold Trust made up 0.1% of First Capital Advisors Group's portfolio in Q2 2023, its #152 holding.
First Capital Advisors Group first reported a position in iShares Gold Trust in Q1 2018 and has held it in 2 quarters since.
1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.