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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Maia Wealth's IAU Position: Q1 2026 in Review

Maia Wealth reduced its iShares Gold Trust (IAU) stake by 6% in Q1 2026, selling an estimated $98.9K and leaving 17,003 shares worth $1.5M. The position accounts for 0.25% of the portfolio, ranked #114.

Maia Wealth first reported a position in IAU in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.67M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Maia Wealth held 17,003 shares of iShares Gold Trust worth $1.5M as of Q1 2026.
  • Maia Wealth sold 1,078 iShares Gold Trust shares in Q1 2026, an estimated $98.9K.
  • iShares Gold Trust made up 0.25% of Maia Wealth's portfolio in Q1 2026, its #114 holding.
  • Maia Wealth first reported a position in iShares Gold Trust in Q4 2023 and has held it in 9 quarters since.
  • Maia Wealth's iShares Gold Trust position peaked at $1.67M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.