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MA Private Wealth’s iShares Gold Trust IAU Stock Holding History

MA Private Wealth’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.27M Sell
83,002
-4,276
-5% -$363K 0.93% 24
2026
Q1 		$7.69M Sell
87,278
-69,474
-44% -$6.37M 1.3% 22
2025
Q4 		$12.7M Sell
156,752
-1,006
-0.6% -$78.7K 2.12% 16
2025
Q3 		$11.5M Buy
157,758
+14,705
+10% +$959K 1.93% 17
2025
Q2 		$8.92M Buy
143,053
+139,163
+3,577% +$8.62M 1.6% 19
2025
Q1 		$229K Buy
+3,890
New +$210K 0.04% 72

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MA Private Wealth's IAU Position: Q2 2026 in Review

MA Private Wealth reduced its iShares Gold Trust (IAU) stake by 4.9% in Q2 2026, selling an estimated $363K and leaving 83,002 shares worth $6.27M. The position accounts for 0.93% of the portfolio, ranked #24.

MA Private Wealth first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.7M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • MA Private Wealth held 83,002 shares of iShares Gold Trust worth $6.27M as of Q2 2026.
  • MA Private Wealth sold 4,276 iShares Gold Trust shares in Q2 2026, an estimated $363K.
  • iShares Gold Trust made up 0.93% of MA Private Wealth's portfolio in Q2 2026, its #24 holding.
  • MA Private Wealth first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • MA Private Wealth's iShares Gold Trust position peaked at $12.7M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.