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Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES GOLD TR

CAPTRUST FINANCIAL ADVISORS holds 2.4M shares of IAU (ISHARES GOLD TR), worth $213M as of 2026-Q1. The position was increased (+0.2% shares). IAU represents 0.4% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$213M

Current Shares

2.4M

Total Value Change

+$122M

Total Shares Change

+344,134

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.4M
+0.2%
$213M0.4%$95.92
37
2025-Q4
Increased
2.4M
+0.5%
$195.7M0.4%$81.71
37
2025-Q3
Decreased
2.4M
-0.6%
$174.6M0.4%$72.16
0
2025-Q2
Decreased
2.4M
-0.8%
$150.5M0.3%$61.65
0
2025-Q1
Increased
2.4M
+6.7%
$143.5M0.4%$58.13
39
2024-Q4
Increased
2.3M
+4.5%
$113M0.3%$49.22
38
2024-Q3
Increased
2.2M
+5.3%
$108.5M0.3%$50.09
38
2024-Q2
Decreased
2.1M
-4.4%
$91M0.3%$43.93
0

Other major holders of IAU: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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