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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
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
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
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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

North Capital's IAU Position: Q2 2026 in Review

North Capital sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,679 shares — an estimated $236K sold.

North Capital first reported a position in IAU in Q1 2025 and held it in 5 quarters. The position peaked at $270K in Q4 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • North Capital reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • North Capital sold 2,679 iShares Gold Trust shares in Q2 2026, an estimated $236K.
  • North Capital first reported a position in iShares Gold Trust in Q1 2025 and held it in 5 quarters.
  • North Capital's iShares Gold Trust position peaked at $270K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.