MSWM
IAU icon

Mader & Shannon Wealth Management’s iShares Gold Trust IAU Stock Holding History

Mader & Shannon Wealth Management’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 		$25.2M Buy
334,134
+1,203
+0.4% +$102K 11.79% 2
2026
Q1 		$29.4M Sell
332,931
-72,434
-18% -$6.64M 13.58% 2
2025
Q4 		$29.5M Hold
405,365
– – 14.46% 1
2025
Q3 		$29.5M Buy
405,365
+6,356
+2% +$415K 14.46% 1
2025
Q2 		$24.9M Sell
399,009
-121,775
-23% -$7.55M 13.55% 3
2025
Q1 		$30.7M Buy
520,784
+9,474
+2% +$512K 17.52% 2
2024
Q4 		$25.3M Sell
511,310
-16,639
-3% -$836K 15.65% 2
2024
Q3 		$26.2M Sell
527,949
-22,148
-4% -$1.04M 15.26% 2
2024
Q2 		$24.2M Sell
550,097
-4,586
-0.8% -$203K 14.53% 4
2024
Q1 		$23.3M Sell
554,683
-29,372
-5% -$1.15M 13.07% 4
2023
Q4 		$22.8M Buy
584,055
+3,157
+0.5% +$118K 12.97% 3
2023
Q3 		$20.3M Buy
580,898
+6,053
+1% +$221K 13.36% 4
2023
Q2 		$20.9M Buy
574,845
+20,553
+4% +$770K 12.92% 1
2023
Q1 		$20.7M Sell
554,292
-60,428
-10% -$2.17M 13.66% 1
2022
Q4 		$21.3M Buy
614,720
+6,025
+1% +$198K 14.07% 1
2022
Q3 		$19.2M Sell
608,695
-158,818
-21% -$5.2M 20.91% 1
2022
Q2 		$26.3M Sell
767,513
-11,601
-1% -$413K 15.73% 1
2022
Q1 		$28.7M Buy
779,114
+11,107
+1% +$397K 15.57% 1
2021
Q4 		$26.7M Buy
768,007
+99,485
+15% +$3.4M 14.79% 1
2021
Q3 		$22.3M Sell
668,522
-1,954
-0.3% -$66.6K 14.27% 1
2021
Q2 		$22.6M Sell
670,476
-2,821
-0.4% -$97.5K 11.64% 1
2021
Q1 		$21.9M Buy
673,297
+3,235
+0.5% +$111K 12.81% 1
2020
Q4 		$24.3M Buy
670,062
+4,598
+0.7% +$165K 16.1% 1
2020
Q3 		$23.9M Sell
665,464
-2,687
-0.4% -$98.1K 18.73% 1
2020
Q2 		$22.7M Buy
668,151
+35,350
+6% +$1.16M 18.48% 1
2020
Q1 		$19.1M Sell
632,801
-6,732
-1% -$204K 16.88% 1
2019
Q4 		$18.5M Buy
639,533
+20,335
+3% +$577K 14.94% 2
2019
Q3 		$17.5M Sell
619,198
-7,068
-1% -$199K 13.83% 2
2019
Q2 		$16.9M Sell
626,266
-11,946
-2% -$299K 14.37% 4
2019
Q1 		$15.8M Buy
638,212
+5,209
+0.8% +$130K 14.17% 5
2018
Q4 		$15.6M Buy
+633,003
New +$14.9M 12.67% 5
2018
Q3 		– Sell
-146,317
Closed -$3.52M – 20
2018
Q2 		$3.52M Sell
146,317
-496,471
-77% -$12.4M 4.25% 9
2018
Q1 		$16.4M Buy
+642,788
New +$16.4M 19.43% 2
2017
Q4 		– Sell
-433,292
Closed -$10.7M – 27
2017
Q3 		$10.7M Buy
+433,292
New +$10.7M 6.85% 5
2017
Q1 		– Sell
-338,834
Closed -$7.51M – 14
2016
Q4 		$7.51M Buy
+338,834
New +$7.95M 6.24% 6
2016
Q3 		– Sell
-282,551
Closed -$7.21M – 21
2016
Q2 		$7.21M Buy
+282,551
New +$6.87M 5.17% 6
2015
Q4 		– Sell
-345,279
Closed -$7.44M – 15
2015
Q3 		$7.44M Buy
+345,279
New +$7.5M 9.27% 5

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mader & Shannon Wealth Management's IAU Position: Q2 2026 in Review

Mader & Shannon Wealth Management increased its iShares Gold Trust (IAU) stake by 0.36% in Q2 2026, buying an estimated $102K and bringing the position to 334,134 shares worth $25.2M. The position accounts for 11.79% of the portfolio, ranked #2.

Mader & Shannon Wealth Management first reported a position in IAU in Q3 2015 and has held it in 37 quarters since. The position peaked at $30.7M in Q1 2025. 629 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Mader & Shannon Wealth Management held 334,134 shares of iShares Gold Trust worth $25.2M as of Q2 2026.
  • Mader & Shannon Wealth Management bought 1,203 iShares Gold Trust shares in Q2 2026, an estimated $102K.
  • iShares Gold Trust made up 11.79% of Mader & Shannon Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Mader & Shannon Wealth Management first reported a position in iShares Gold Trust in Q3 2015 and has held it in 37 quarters since.
  • Mader & Shannon Wealth Management's iShares Gold Trust position peaked at $30.7M in Q1 2025.
  • 629 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.