Maia Wealth’s iShares Gold Trust IAU Stock Holding History

Maia 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 Q3	$1.23M	Sell	15,721 -730	-4%	-$58.5K	0.17%	136
2026 Q2	$1.24M	Sell	16,451 -552	-3%	-$46.9K	0.18%	140
2026 Q1	$1.5M	Sell	17,003 -1,078	-6%	-$98.9K	0.25%	114
2025 Q4	$1.67M	Buy	18,081 +1,056	+6%	+$82.6K	0.29%	101
2025 Q3	$1.32M	Buy	17,025 +874	+5%	+$57K	0.22%	116
2025 Q2	$1.01M	Sell	16,151 -792	-5%	-$49.1K	0.19%	133
2025 Q1	$1.03M	Buy	16,943 +3,343	+25%	+$181K	0.23%	102
2024 Q4	$704K	Sell	13,600 -87	-0.6%	-$4.37K	0.15%	130
2024 Q3	$707K	Buy	13,687 +892	+7%	+$41.8K	0.17%	118
2024 Q2	$585K	Buy	+12,795	New	+$565K	0.18%	110
2023 Q4	$566K	Buy	+14,505	New	+$543K	0.23%	85

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Maia Wealth's IAU Position: Q3 2026 in Review

Maia Wealth reduced its iShares Gold Trust (IAU) stake by 4.4% in Q3 2026, selling an estimated $58.5K and leaving 15,721 shares worth $1.23M. The position accounts for 0.17% of the portfolio, ranked #136.

Maia Wealth first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q4 2025. 1,664 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Maia Wealth held 15,721 shares of iShares Gold Trust worth $1.23M as of Q3 2026.
Maia Wealth sold 730 iShares Gold Trust shares in Q3 2026, an estimated $58.5K.
iShares Gold Trust made up 0.17% of Maia Wealth's portfolio in Q3 2026, its #136 holding.
Maia Wealth first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's iShares Gold Trust position peaked at $1.67M in Q4 2025.
1,664 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.