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

Vanguard 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 		$228K Buy
+3,014
New +$256K 0.15% 112
2026
Q1 		– Sell
-8,918
Closed -$724K – 130
2025
Q4 		$724K Sell
8,918
-16,784
-65% -$1.31M 0.58% 36
2025
Q3 		$1.87M Buy
+25,702
New +$1.68M 1.5% 13
2025
Q2 		– Sell
-5,417
Closed -$319K – 126
2025
Q1 		$319K Sell
5,417
-1,799
-25% -$97.3K 0.39% 59
2024
Q4 		$357K Sell
7,216
-62,100
-90% -$3.12M 0.39% 60
2024
Q3 		$3.45M Buy
69,316
+2,540
+4% +$119K 3.62% 6
2024
Q2 		$2.93M Buy
66,776
+19,915
+42% +$880K 1.98% 13
2024
Q1 		$1.97M Buy
46,861
+2,917
+7% +$114K 1.38% 16
2023
Q4 		$1.72M Buy
43,944
+8,775
+25% +$328K 1.39% 15
2023
Q3 		$1.23M Sell
35,169
-1,500
-4% -$54.7K 1.14% 17
2023
Q2 		$1.33M Sell
36,669
-5,439
-13% -$204K 1.21% 16
2023
Q1 		$1.57M Sell
42,108
-26,651
-39% -$956K 1.57% 15
2022
Q4 		$2.38M Buy
68,759
+59,621
+652% +$1.96M 2.75% 7
2022
Q3 		$289K Sell
9,138
-8,911
-49% -$292K 0.35% 71
2022
Q2 		$619K Sell
18,049
-19,966
-53% -$710K 0.7% 36
2022
Q1 		$1.4M Sell
38,015
-14,385
-27% -$514K 1% 24
2021
Q4 		$1.82M Sell
52,400
-76,944
-59% -$2.63M 1.31% 18
2021
Q3 		$4.34M Buy
129,344
+64,553
+100% +$2.2M 2.91% 6
2021
Q2 		$2.18M Buy
+64,791
New +$2.24M 1.66% 12
2021
Q1 		– Sell
-10,398
Closed -$375K – 148
2020
Q4 		$375K Buy
+10,398
New +$372K 0.35% 77
2020
Q2 		$1.53M Buy
+44,989
New +$1.47M 1.78% 11
2019
Q4 		$670K Sell
23,138
-1,812
-7% -$51.4K 0.7% 39
2019
Q3 		$703K Buy
24,950
+8,100
+48% +$228K 0.82% 33
2019
Q2 		$454K Buy
16,850
+6,997
+71% +$175K 0.55% 57
2019
Q1 		$243K Sell
9,853
-16,500
-63% -$412K 0.31% 93
2018
Q4 		$647K Buy
26,353
+16,713
+173% +$393K 0.96% 29
2018
Q3 		$220K Sell
9,640
-1,208
-11% -$28.1K 0.25% 106
2018
Q2 		$260K Sell
10,848
-2,243
-17% -$56.2K 0.35% 93
2018
Q1 		$333K Sell
13,091
-13,107
-50% -$335K 0.44% 68
2017
Q4 		$655K Buy
+26,198
New +$643K 0.82% 41

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

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

Vanguard Capital Wealth Advisors opened a new position in iShares Gold Trust (IAU) in Q2 2026: 3,014 shares worth $228K. The stake represents 0.15% of the portfolio and ranks #112 among its holdings. This is a return to the name: Vanguard Capital Wealth Advisors previously reported a position in IAU as recently as Q4 2025.

Vanguard Capital Wealth Advisors first reported a position in IAU in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.34M in Q3 2021. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 3,014 shares of iShares Gold Trust worth $228K as of Q2 2026.
  • iShares Gold Trust was a new Vanguard Capital Wealth Advisors position in Q2 2026.
  • iShares Gold Trust made up 0.15% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • Vanguard Capital Wealth Advisors first reported a position in iShares Gold Trust in Q4 2017 and has held it in 30 quarters since.
  • Vanguard Capital Wealth Advisors's iShares Gold Trust position peaked at $4.34M in Q3 2021.
  • 1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.