Back to IAU
Pacific Capital Wealth Advisors, Inc. → IAU
Pacific Capital Wealth Advisors, Inc. IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$6.6M
Q3 2026
Peak value
$7.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.9M |
| Q4 2025 | $7M |
| Q1 2026 | $7.8M |
| Q2 2026 | $6.4M |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 84.4K | — | — |
| Q2 2026 | $6.4M | 84.4K | — | — |
| Q1 2026 | $7.8M | 88.9K | — | — |
| Q4 2025 | $7M | 85.7K | — | — |
| Q3 2025 | $6.9M | 95.0K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B