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Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

IAUM holding history

iShares Gold Trust Micro 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.

IAUM overviewAll 13F holders of IAUMFull Q2 2026 holdings

Shares (Q2 2026)
320
Value
$13.0K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of IAUM by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026320$13.0K<0.1%00.0%UnchangedHolders
Q1 2026320$15.0K<0.1%00.0%UnchangedHolders
Q4 2025320$14.0K<0.1%00.0%UnchangedHolders
Q3 2025320$12.0K<0.1%00.0%UnchangedHolders
Q2 2025320$11.0K<0.1%00.0%UnchangedHolders
Q1 2025320$10.0K<0.1%00.0%UnchangedHolders
Q4 2024320$8.00K<0.1%+114+55.3%AddedHolders
Q3 2024206$5.00K<0.1%+120+139.5%AddedHolders
Q2 202486$2.00K<0.1%+86NewHolders