United Capital Financial Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.1M | Sell |
159,397
-268,610
| -63% | -$24.6M | 0.09% | 188 |
|
|
2025
Q4 | $34.7M | Sell |
428,007
-8,669
| -2% | -$678K | 0.21% | 92 |
|
|
2025
Q3 | $31.8M | Buy |
436,676
+153,616
| +54% | +$10M | 0.23% | 86 |
|
|
2025
Q2 | $17.7M | Sell |
283,060
-120,131
| -30% | -$7.44M | 0.14% | 128 |
|
|
2025
Q1 | $23.8M | Buy |
403,191
+183,063
| +83% | +$9.9M | 0.2% | 99 |
|
|
2024
Q4 | $10.9M | Buy |
220,128
+205,834
| +1,440% | +$10.3M | 0.09% | 168 |
|
|
2024
Q3 | $710K | Buy |
14,294
+132
| +0.9% | +$6.18K | 0.01% | 628 |
|
|
2024
Q2 | $622K | Sell |
14,162
-2,620
| -16% | -$116K | 0.01% | 649 |
|
|
2024
Q1 | $705K | Sell |
16,782
-2,607
| -13% | -$102K | 0.01% | 647 |
|
|
2023
Q4 | $757K | Sell |
19,389
-11,146
| -37% | -$417K | 0.01% | 623 |
|
|
2023
Q3 | $1.07M | Sell |
30,535
-4,522
| -13% | -$165K | 0.01% | 505 |
|
|
2023
Q2 | $1.28M | Sell |
35,057
-13,060
| -27% | -$490K | 0.01% | 504 |
|
|
2023
Q1 | $1.8M | Buy |
48,117
+1,899
| +4% | +$68.2K | 0.01% | 468 |
|
|
2022
Q4 | $1.6M | Sell |
46,218
-6,021
| -12% | -$198K | 0.01% | 524 |
|
|
2022
Q3 | $1.65M | Sell |
52,239
-5,796
| -10% | -$190K | 0.01% | 507 |
|
|
2022
Q2 | $1.99M | Sell |
58,035
-324
| -0.6% | -$11.5K | 0.01% | 490 |
|
|
2022
Q1 | $2.15M | Sell |
58,359
-1,066
| -2% | -$38.1K | 0.01% | 501 |
|
|
2021
Q4 | $2.07M | Sell |
59,425
-11,618
| -16% | -$397K | 0.01% | 532 |
|
|
2021
Q3 | $2.37M | Buy |
71,043
+8,355
| +13% | +$285K | 0.01% | 492 |
|
|
2021
Q2 | $2.11M | Buy |
62,688
+8,863
| +16% | +$306K | 0.01% | 524 |
|
|
2021
Q1 | $1.75M | Buy |
53,825
+2,429
| +5% | +$83K | 0.01% | 538 |
|
|
2020
Q4 | $1.86M | Buy |
51,396
+2,424
| +5% | +$86.8K | 0.01% | 522 |
|
|
2020
Q3 | $1.76M | Buy |
48,972
+2,508
| +5% | +$91.6K | 0.01% | 533 |
|
|
2020
Q2 | $1.58M | Sell |
46,464
-2,396
| -5% | -$78.5K | 0.01% | 561 |
|
|
2020
Q1 | $1.47M | Buy |
48,860
+5,498
| +13% | +$166K | 0.01% | 554 |
|
|
2019
Q4 | $1.26M | Sell |
43,362
-3,282
| -7% | -$93.1K | 0.01% | 703 |
|
|
2019
Q3 | $1.31M | Buy |
46,644
+673
| +1% | +$19K | 0.01% | 670 |
|
|
2019
Q2 | $1.24M | Buy |
45,971
+9,265
| +25% | +$232K | 0.01% | 744 |
|
|
2019
Q1 | $909K | Buy |
36,706
+126
| +0.3% | +$3.15K | 0.01% | 799 |
|
|
2018
Q4 | $899K | Buy |
36,580
+8,268
| +29% | +$195K | 0.01% | 740 |
|
|
2018
Q3 | $647K | Sell |
28,312
-1,634
| -5% | -$38K | ﹤0.01% | 905 |
|
|
2018
Q2 | $720K | Buy |
29,946
+983
| +3% | +$24.6K | 0.01% | 847 |
|
|
2018
Q1 | $737K | Buy |
28,963
+4,351
| +18% | +$111K | 0.01% | 850 |
|
|
2017
Q4 | $616K | Sell |
24,612
-754
| -3% | -$18.5K | ﹤0.01% | 906 |
|
|
2017
Q3 | $624K | Sell |
25,366
-297
| -1% | -$7.3K | 0.01% | 900 |
|
|
2017
Q2 | $613K | Buy |
25,663
+618
| +2% | +$15K | 0.01% | 879 |
|
|
2017
Q1 | $602K | Sell |
25,045
-47,907
| -66% | -$1.13M | 0.01% | 870 |
|
|
2016
Q4 | $1.62M | Sell |
72,952
-34,639
| -32% | -$812K | 0.02% | 614 |
|
|
2016
Q3 | $2.73M | Buy |
107,591
+44,965
| +72% | +$1.16M | 0.03% | 508 |
|
|
2016
Q2 | $1.63M | Buy |
62,626
+45,840
| +273% | +$1.11M | 0.02% | 604 |
|
|
2016
Q1 | $399K | Sell |
16,786
-110,643
| -87% | -$2.53M | ﹤0.01% | 938 |
|
|
2015
Q4 | $2.61M | Buy |
127,429
+53,483
| +72% | +$1.14M | 0.03% | 493 |
|
|
2015
Q3 | $1.59M | Buy |
73,946
+40,518
| +121% | +$881K | 0.02% | 567 |
|
|
2015
Q2 | $758K | Buy |
33,428
+15,207
| +83% | +$351K | 0.01% | 785 |
|
|
2015
Q1 | $417K | Sell |
18,221
-6,939
| -28% | -$164K | 0.01% | 971 |
|
|
2014
Q4 | $576K | Buy |
25,160
+14,418
| +134% | +$335K | 0.01% | 780 |
|
|
2014
Q3 | $251K | Sell |
10,742
-1,450
| -12% | -$36K | ﹤0.01% | 974 |
|
|
2014
Q2 | $314K | Sell |
12,192
-3,269
| -21% | -$81.7K | 0.01% | 743 |
|
|
2014
Q1 | $385K | Buy |
+15,461
| New | +$388K | 0.01% | 707 |
|
|
2013
Q4 | – | Sell |
-13,545
| Closed | -$349K | – | 701 |
|
|
2013
Q3 | $349K | Sell |
13,545
-1,247
| -8% | -$32.2K | 0.01% | 524 |
|
|
2013
Q2 | $355K | Buy |
+14,792
| New | +$407K | 0.01% | 567 |
|
Other funds holding IAU
United Capital Financial Advisors's IAU Position: Q1 2026 in Review
United Capital Financial Advisors reduced its iShares Gold Trust (IAU) stake by 63% in Q1 2026, selling an estimated $24.6M and leaving 159,397 shares worth $14.1M. The position accounts for 0.09% of the portfolio, ranked #188.
United Capital Financial Advisors first reported a position in IAU in Q2 2013 and has held it in 51 quarters since. The position peaked at $34.7M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- United Capital Financial Advisors held 159,397 shares of iShares Gold Trust worth $14.1M as of Q1 2026.
- United Capital Financial Advisors sold 268,610 iShares Gold Trust shares in Q1 2026, an estimated $24.6M.
- iShares Gold Trust made up 0.09% of United Capital Financial Advisors's portfolio in Q1 2026, its #188 holding.
- United Capital Financial Advisors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 51 quarters since.
- United Capital Financial Advisors's iShares Gold Trust position peaked at $34.7M in Q4 2025.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.