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Pacific Capital Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Pacific Capital Wealth 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 		$6.38M Sell
84,448
-4,403
-5% -$374K 0.96% 16
2026
Q1 		$7.83M Buy
88,851
+3,179
+4% +$292K 1.32% 13
2025
Q4 		$6.95M Sell
85,672
-9,339
-10% -$730K 1.19% 15
2025
Q3 		$6.91M Buy
95,011
+160
+0.2% +$10.4K 1.2% 16
2025
Q2 		$5.97M Sell
94,851
-7,028
-7% -$435K 1.1% 15
2025
Q1 		$6.01M Sell
101,879
-39
-0% -$2.11K 1.04% 16
2024
Q4 		$5.05M Buy
101,918
+14,949
+17% +$751K 0.84% 21
2024
Q3 		$4.32M Sell
86,969
-6,217
-7% -$291K 0.73% 21
2024
Q2 		$4.09M Buy
93,186
+27,107
+41% +$1.2M 0.75% 21
2024
Q1 		$2.78M Sell
66,079
-1,342
-2% -$52.6K 0.65% 23
2023
Q4 		$2.63M Sell
67,421
-12,335
-15% -$462K 0.67% 22
2023
Q3 		$2.79M Sell
79,756
-15,801
-17% -$577K 0.78% 23
2023
Q2 		$3.48M Sell
95,557
-45,407
-32% -$1.7M 0.88% 24
2023
Q1 		$5.27M Buy
140,964
+28,405
+25% +$1.02M 1.36% 18
2022
Q4 		$3.89M Sell
112,559
-24,354
-18% -$800K 1.01% 24
2022
Q3 		$4.32M Buy
136,913
+48,227
+54% +$1.58M 1.18% 19
2022
Q2 		$3.04M Buy
88,686
+61,575
+227% +$2.19M 0.84% 25
2022
Q1 		$998K Buy
27,111
+7,418
+38% +$265K 0.29% 54
2021
Q4 		$686K Buy
19,693
+3,418
+21% +$117K 0.2% 61
2021
Q3 		$544K Buy
16,275
+2,893
+22% +$98.6K 0.17% 65
2021
Q2 		$451K Buy
+13,382
New +$463K 0.23% 59
2020
Q4 		– Sell
-1,432
Closed -$52K – 114
2020
Q3 		$52K Buy
+1,432
New +$52.3K 0.03% 103

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

Pacific Capital Wealth Advisors's IAU Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 5% in Q2 2026, selling an estimated $374K and leaving 84,448 shares worth $6.38M. The position accounts for 0.96% of the portfolio, ranked #16.

Pacific Capital Wealth Advisors first reported a position in IAU in Q3 2020 and has held it in 22 quarters since. The position peaked at $7.83M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Pacific Capital Wealth Advisors held 84,448 shares of iShares Gold Trust worth $6.38M as of Q2 2026.
  • Pacific Capital Wealth Advisors sold 4,403 iShares Gold Trust shares in Q2 2026, an estimated $374K.
  • iShares Gold Trust made up 0.96% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Pacific Capital Wealth Advisors first reported a position in iShares Gold Trust in Q3 2020 and has held it in 22 quarters since.
  • Pacific Capital Wealth Advisors's iShares Gold Trust position peaked at $7.83M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.