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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

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 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. 353 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.
  • 353 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.