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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Capital Analysts, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAU overviewAll 13F holders of IAUFull Q2 2026 holdings

Shares (Q2 2026)
69,869
Value
$5.28M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IAU by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669,869$5.28M0.1%−73,620−51.3%ReducedHolders
Q1 2026143,489$12.7M0.3%−30,289−17.4%ReducedHolders
Q4 2025173,778$14.1M0.4%+387+0.2%AddedHolders
Q3 2025173,391$12.6M0.4%+55,937+47.6%AddedHolders
Q2 2025117,454$7.33M0.2%−5,920−4.8%ReducedHolders
Q1 2025123,374$7.27M0.3%+96,567+360.2%AddedHolders
Q4 202426,807$1.33M0.1%+17,678+193.6%AddedHolders
Q3 20249,129$454.0K<0.1%+2,312+33.9%AddedHolders
Q2 20246,817$300.0K<0.1%+2,479+57.1%AddedHolders
Q1 20244,338$182.0K<0.1%+239+5.8%AddedHolders
Q4 20234,099$160.0K<0.1%−2,195−34.9%ReducedHolders
Q3 20236,294$221.0K<0.1%−475−7.0%ReducedHolders
Q2 20236,769$247.0K<0.1%00.0%UnchangedHolders
Q1 20236,769$253.0K<0.1%−614−8.3%ReducedHolders
Q4 20227,383$255.0K<0.1%+1,206+19.5%AddedHolders
Q3 20226,177$194.0K<0.1%−267,148−97.7%ReducedHolders
Q2 2022273,325$9.38M0.7%+5,314+2.0%AddedHolders
Q1 2022268,011$9.87M0.6%+262,932+5,176.8%AddedHolders
Q4 20215,079$177.0K<0.1%+255+5.3%AddedHolders
Q3 20214,824$161.0K<0.1%00.0%UnchangedHolders
Q2 20214,824$162.0K<0.1%+813+20.3%AddedConverted for a 1-for-2 splitHolders
Q1 20218,023$131.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.