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iShares Gold Trust shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 4.1k 72.77
2025-06-30 $257k 4.1k 62.36
2025-03-31 $265k 4.5k 58.96

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View all positions for Capital Performance Advisors

Top funds holding iShares Gold Trust

Morgan Stanley
FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Twin Tree Management
Sumitomo Mitsui Trust Holdings
WealthNavi
Alliancebernstein
Ameriprise Financial
Empower Advisory Group
Branch Banking & Trust Company
BlackRock

View all funds holding iShares Gold Trust