Back to IAU

Capital Asset Advisory Services LLC → IAU

Capital Asset Advisory Services LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$52.5M
Q3 2026
Peak value
$63.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$63.9M
Q1 2026$58.1M
Q2 2026$49.9M
Q3 2026$52.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$52.5M693.5K——
Q2 2026$49.9M660.2K——
Q1 2026$58.1M641.0K——
Q4 2025$63.9M754.8K——

Other funds holding IAU

Other Capital Asset Advisory Services LLC positions

VGES

VANGUARD INDEX FDS

$351.6M
VGES

VANGUARD INDEX FDS

$349.9M
VGES

VANGUARD INDEX FDS

$345.5M
VGES

VANGUARD INDEX FDS

$338M
ETHA

ISHARES TR

$177.3M
ETHA

ISHARES TR

$168.9M
ETHA

ISHARES TR

$164.3M
ETHA

ISHARES TR

$161.5M