North Capital’s iShares Gold Trust IAU Stock Holding History

North Capital’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 Q3	$206K	Buy	+2,629	New	+$211K	0.15%	93
2026 Q2	–	Sell	-2,679	Closed	-$236K	–	105
2026 Q1	$236K	Sell	2,679 -645	-19%	-$59.2K	0.2%	82
2025 Q4	$270K	Buy	3,324 +1,261	+61%	+$98.6K	0.23%	65
2025 Q3	$150K	Buy	2,063 +1,190	+136%	+$77.6K	0.12%	108
2025 Q2	$54.4K	Buy	873 +300	+52%	+$18.6K	0.05%	205
2025 Q1	$33.8K	Buy	+573	New	+$31K	0.03%	247

Other funds holding IAU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

North Capital's IAU Position: Q3 2026 in Review

North Capital opened a new position in iShares Gold Trust (IAU) in Q3 2026: 2,629 shares worth $206K. The stake represents 0.15% of the portfolio and ranks #93 among its holdings. This is a return to the name: North Capital previously reported a position in IAU as recently as Q1 2026.

North Capital first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $270K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

North Capital held 2,629 shares of iShares Gold Trust worth $206K as of Q3 2026.
iShares Gold Trust was a new North Capital position in Q3 2026.
iShares Gold Trust made up 0.15% of North Capital's portfolio in Q3 2026, its #93 holding.
North Capital first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
North Capital's iShares Gold Trust position peaked at $270K in Q4 2025.
1,229 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.