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
Other major holders of IAU: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 2.4M |
+0.2% |
| $213M |
| 0.4% |
| $95.92 |
37 |
| 2025-Q4 | Increased | 2.4M | +0.5% | $195.7M | 0.4% | $81.71 | 37 |
| 2025-Q3 | Decreased | 2.4M | -0.6% | $174.6M | 0.4% | $72.16 | 0 |
| 2025-Q2 | Decreased | 2.4M | -0.8% | $150.5M | 0.3% | $61.65 | 0 |
| 2025-Q1 | Increased | 2.4M | +6.7% | $143.5M | 0.4% | $58.13 | 39 |
| 2024-Q4 | Increased | 2.3M | +4.5% | $113M | 0.3% | $49.22 | 38 |
| 2024-Q3 | Increased | 2.2M | +5.3% | $108.5M | 0.3% | $50.09 | 38 |
| 2024-Q2 | Decreased | 2.1M | -4.4% | $91M | 0.3% | $43.93 | 0 |