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

January 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
Q1 		$2.17M Buy
+24,635
New +$2.26M 2.93% 10
2022
Q2 		$1.53M Sell
44,592
-988
-2% -$35.1K 1.36% 12
2022
Q1 		$1.56M Sell
45,580
-1,907
-4% -$68.1K 1.39% 12
2021
Q4 		$1.65M Buy
+47,487
New +$1.62M 1.31% 21

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

January Capital Advisors's IAU Position: Q1 2026 in Review

January Capital Advisors opened a new position in iShares Gold Trust (IAU) in Q1 2026: 24,635 shares worth $2.17M. The stake represents 2.93% of the portfolio and ranks #10 among its holdings. This is a return to the name: January Capital Advisors previously reported a position in IAU as recently as Q2 2022.

January Capital Advisors first reported a position in IAU in Q4 2021 and has held it in 4 quarters since. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • January Capital Advisors held 24,635 shares of iShares Gold Trust worth $2.17M as of Q1 2026.
  • iShares Gold Trust was a new January Capital Advisors position in Q1 2026.
  • iShares Gold Trust made up 2.93% of January Capital Advisors's portfolio in Q1 2026, its #10 holding.
  • January Capital Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 4 quarters since.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.