Magnolia Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Magnolia Capital Advisors’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 Q1	$1.04M	Buy	11,818 +23	+0.2%	+$2.11K	0.2%	127
2025 Q4	$957K	Buy	11,795 +8,624	+272%	+$674K	0.2%	119
2025 Q3	$231K	Sell	3,171 -8,797	-74%	-$574K	0.06%	210
2025 Q2	$746K	Sell	11,968 -1,200	-9%	-$74.4K	0.19%	128
2025 Q1	$776K	Sell	13,168 -384	-3%	-$20.8K	0.21%	117
2024 Q4	$671K	Buy	13,552 +3,631	+37%	+$182K	0.17%	133
2024 Q3	$493K	Sell	9,921 -28,418	-74%	-$1.33M	0.25%	95
2024 Q2	$1.68M	Buy	+38,339	New	+$1.69M	0.94%	28

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Magnolia Capital Advisors's IAU Position: Q1 2026 in Review

Magnolia Capital Advisors increased its iShares Gold Trust (IAU) stake by 0.19% in Q1 2026, buying an estimated $2.11K and bringing the position to 11,818 shares worth $1.04M. The position accounts for 0.2% of the portfolio, ranked #127.

Magnolia Capital Advisors first reported a position in IAU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.68M in Q2 2024. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Magnolia Capital Advisors held 11,818 shares of iShares Gold Trust worth $1.04M as of Q1 2026.
Magnolia Capital Advisors bought 23 iShares Gold Trust shares in Q1 2026, an estimated $2.11K.
iShares Gold Trust made up 0.2% of Magnolia Capital Advisors's portfolio in Q1 2026, its #127 holding.
Magnolia Capital Advisors first reported a position in iShares Gold Trust in Q2 2024 and has held it in 8 quarters since.
Magnolia Capital Advisors's iShares Gold Trust position peaked at $1.68M in Q2 2024.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.