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

Fortis Capital 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 		$203K Buy
2,682
+80
+3% +$6.79K 0.02% 391
2026
Q1 		$229K Buy
2,602
+100
+4% +$9.17K 0.03% 343
2025
Q4 		$203K Buy
+2,502
New +$196K 0.03% 301
2023
Q1 		– Sell
-700
Closed -$24.2K – 710
2022
Q4 		$24.2K Buy
+700
New +$23K 0.01% 383

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

Fortis Capital Advisors's IAU Position: Q2 2026 in Review

Fortis Capital Advisors increased its iShares Gold Trust (IAU) stake by 3.1% in Q2 2026, buying an estimated $6.79K and bringing the position to 2,682 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #391.

Fortis Capital Advisors first reported a position in IAU in Q4 2022 and has held it in 4 quarters since. The position peaked at $229K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Fortis Capital Advisors held 2,682 shares of iShares Gold Trust worth $203K as of Q2 2026.
  • Fortis Capital Advisors bought 80 iShares Gold Trust shares in Q2 2026, an estimated $6.79K.
  • iShares Gold Trust made up 0.02% of Fortis Capital Advisors's portfolio in Q2 2026, its #391 holding.
  • Fortis Capital Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 4 quarters since.
  • Fortis Capital Advisors's iShares Gold Trust position peaked at $229K in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.