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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors → IAU

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors IAU Position History

iShares Gold Trust • Financial Services

Quarters held
6
Latest value
$7.9M
Q3 2026
Peak value
$15.3M
First seen
Q2 2025

Dollar value over time

Show data table
PeriodPosition value
Q2 2025$6.6M
Q3 2025$11.3M
Q4 2025$15.3M
Q1 2026$8.3M
Q2 2026$11.4M
Q3 2026$7.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.9M100.8K——
Q2 2026$11.4M150.6K——
Q1 2026$8.3M94.7K——
Q4 2025$15.3M188.6K——
Q3 2025$11.3M154.9K——
Q2 2025$6.6M105.4K——

Other funds holding IAU

Other C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors positions

STT-PG

SPDR SERIES TRUST

$275.4M
STT-PG

SPDR SERIES TRUST

$250.5M
STT-PG

SPDR SERIES TRUST

$179.4M
STT-PG

SPDR SERIES TRUST

$139.9M
STT-PG

SPDR SERIES TRUST

$125.7M
STT-PG

SPDR SERIES TRUST

$111.1M
ETHA

BLACKROCK ETF TRUST

$95.2M
ETHA

BLACKROCK ETF TRUST

$87.9M