U.S. Capital Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

U.S. 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 Q1	$5.01M	Sell	56,816 -45,980	-45%	-$4.22M	0.13%	190
2025 Q4	$8.34M	Sell	102,796 -1,299	-1%	-$102K	0.22%	115
2025 Q3	$7.57M	Buy	104,095 +16,075	+18%	+$1.05M	0.2%	128
2025 Q2	$5.49M	Buy	88,020 +1,905	+2%	+$118K	0.16%	150
2025 Q1	$5.08M	Buy	86,115 +20,045	+30%	+$1.08M	0.16%	157
2024 Q4	$3.27M	Buy	66,070 +57,815	+700%	+$2.91M	0.1%	207
2024 Q3	$410K	Sell	8,255 -234	-3%	-$11K	0.01%	523
2024 Q2	$373K	Sell	8,489 -402	-5%	-$17.8K	0.01%	519
2024 Q1	$374K	Sell	8,891 -20	-0.2%	-$784	0.01%	522
2023 Q4	$348K	Buy	8,911 +515	+6%	+$19.3K	0.01%	524
2023 Q3	$294K	Buy	8,396 +1,383	+20%	+$50.5K	0.01%	522
2023 Q2	$255K	Sell	7,013 -1,085	-13%	-$40.7K	0.01%	571
2023 Q1	$303K	Buy	8,098 +4,613	+132%	+$166K	0.01%	534
2022 Q4	$121K	Buy	+3,485	New	+$114K	0.01%	703
2022 Q3	–	Sell	-33,713	Closed	-$1.16M	–	654
2022 Q2	$1.16M	Buy	33,713 +606	+2%	+$21.6K	0.05%	324
2022 Q1	$1.22M	Buy	+33,107	New	+$1.18M	0.04%	360

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

U.S. Capital Wealth Advisors's IAU Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 45% in Q1 2026, selling an estimated $4.22M and leaving 56,816 shares worth $5.01M. The position accounts for 0.13% of the portfolio, ranked #190.

U.S. Capital Wealth Advisors first reported a position in IAU in Q1 2022 and has held it in 16 quarters since. The position peaked at $8.34M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

U.S. Capital Wealth Advisors held 56,816 shares of iShares Gold Trust worth $5.01M as of Q1 2026.
U.S. Capital Wealth Advisors sold 45,980 iShares Gold Trust shares in Q1 2026, an estimated $4.22M.
iShares Gold Trust made up 0.13% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #190 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Gold Trust in Q1 2022 and has held it in 16 quarters since.
U.S. Capital Wealth Advisors's iShares Gold Trust position peaked at $8.34M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.