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Prime Capital Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Prime Capital Investment 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 		$23.6M Sell
312,256
-3,342
-1% -$284K 0.23% 87
2026
Q1 		$27.8M Buy
315,598
+3,589
+1% +$329K 0.32% 77
2025
Q4 		$25.3M Buy
312,009
+2,798
+0.9% +$219K 0.31% 66
2025
Q3 		$22.5M Buy
309,211
+10,988
+4% +$717K 0.28% 70
2025
Q2 		$18.6M Buy
298,223
+42,066
+16% +$2.61M 0.25% 76
2025
Q1 		$15.1M Buy
256,157
+35,447
+16% +$1.92M 0.18% 105
2024
Q4 		$10.9M Buy
220,710
+11,284
+5% +$567K 0.16% 106
2024
Q3 		$10.4M Buy
209,426
+4,733
+2% +$222K 0.15% 113
2024
Q2 		$8.99M Buy
204,693
+4,189
+2% +$185K 0.13% 122
2024
Q1 		$8.42M Sell
200,504
-196
-0.1% -$7.68K 0.12% 147
2023
Q4 		$7.83M Buy
200,700
+10,955
+6% +$410K 0.12% 147
2023
Q3 		$6.64M Buy
189,745
+12,355
+7% +$451K 0.14% 125
2023
Q2 		$6.46M Buy
177,390
+153,557
+644% +$5.76M 0.13% 134
2023
Q1 		$891K Sell
23,833
-3,555
-13% -$128K 0.04% 259
2022
Q4 		$947K Buy
27,388
+5,721
+26% +$188K 0.04% 242
2022
Q3 		$683K Buy
21,667
+4,533
+26% +$149K 0.04% 204
2022
Q2 		$588K Sell
17,134
-7,152
-29% -$254K 0.04% 207
2022
Q1 		$845K Hold
24,286
– – 0.05% 183
2021
Q4 		$845K Sell
24,286
-420
-2% -$14.4K 0.05% 185
2021
Q3 		$825K Sell
24,706
-37,394
-60% -$1.27M 0.05% 190
2021
Q2 		$2.09M Buy
62,100
+42,935
+224% +$1.48M 0.12% 143
2021
Q1 		$623K Sell
19,165
-8,251
-30% -$282K 0.05% 178
2020
Q4 		$994K Buy
27,416
+2,620
+11% +$93.8K 0.08% 155
2020
Q3 		$892K Buy
24,796
+14,559
+142% +$532K 0.08% 163
2020
Q2 		$348K Sell
10,237
-1,161
-10% -$38K 0.03% 198
2020
Q1 		$344K Buy
+11,398
New +$345K 0.04% 169

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Prime Capital Investment Advisors's IAU Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares Gold Trust (IAU) stake by 1.1% in Q2 2026, selling an estimated $284K and leaving 312,256 shares worth $23.6M. The position accounts for 0.23% of the portfolio, ranked #87.

Prime Capital Investment Advisors first reported a position in IAU in Q1 2020 and has held it in 26 quarters since. The position peaked at $27.8M in Q1 2026. 1,570 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Prime Capital Investment Advisors held 312,256 shares of iShares Gold Trust worth $23.6M as of Q2 2026.
  • Prime Capital Investment Advisors sold 3,342 iShares Gold Trust shares in Q2 2026, an estimated $284K.
  • iShares Gold Trust made up 0.23% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • Prime Capital Investment Advisors's iShares Gold Trust position peaked at $27.8M in Q1 2026.
  • 1,570 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.