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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
Q2 		$1.18M Buy
15,598
+3,780
+32% +$321K 0.2% 126
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
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 22.9% 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

Magnolia Capital Advisors's IAU Position: Q2 2026 in Review

Magnolia Capital Advisors increased its iShares Gold Trust (IAU) stake by 32% in Q2 2026, buying an estimated $321K and bringing the position to 15,598 shares worth $1.18M. The position accounts for 0.2% of the portfolio, ranked #126.

Magnolia Capital Advisors first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.68M in Q2 2024. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Magnolia Capital Advisors held 15,598 shares of iShares Gold Trust worth $1.18M as of Q2 2026.
  • Magnolia Capital Advisors bought 3,780 iShares Gold Trust shares in Q2 2026, an estimated $321K.
  • iShares Gold Trust made up 0.2% of Magnolia Capital Advisors's portfolio in Q2 2026, its #126 holding.
  • Magnolia Capital Advisors first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
  • Magnolia Capital Advisors's iShares Gold Trust position peaked at $1.68M in Q2 2024.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.