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Main Street Financial Solutions’s iShares Gold Trust IAU Stock Holding History

Main Street Financial Solutions’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
2025
Q4 		$2.6M Sell
32,020
-4,292
-12% -$336K 0.19% 107
2025
Q3 		$2.64M Sell
36,312
-505
-1% -$32.9K 0.17% 120
2025
Q2 		$2.3M Buy
36,817
+2,172
+6% +$135K 0.17% 129
2025
Q1 		$2.04M Buy
34,645
+4,399
+15% +$238K 0.18% 126
2024
Q4 		$1.5M Sell
30,246
-2,923
-9% -$147K 0.15% 121
2024
Q3 		$1.65M Buy
33,169
+2,255
+7% +$106K 0.15% 137
2024
Q2 		$1.36M Buy
30,914
+6,190
+25% +$274K 0.13% 149
2024
Q1 		$1.04M Buy
24,724
+13,659
+123% +$535K 0.11% 178
2023
Q4 		$432K Sell
11,065
-4,812
-30% -$180K 0.06% 289
2023
Q3 		$556K Sell
15,877
-1,726
-10% -$63K 0.08% 234
2023
Q2 		$641K Buy
17,603
+1,492
+9% +$55.9K 0.09% 221
2023
Q1 		$602K Buy
16,111
+565
+4% +$20.3K 0.09% 224
2022
Q4 		$538K Buy
15,546
+1,518
+11% +$49.9K 0.08% 224
2022
Q3 		$442K Sell
14,028
-1,024
-7% -$33.6K 0.07% 256
2022
Q2 		$516K Buy
+15,052
New +$535K 0.07% 242
2022
Q1 		– Sell
-14,844
Closed -$517K – 466
2021
Q4 		$517K Sell
14,844
-615
-4% -$21K 0.07% 264
2021
Q3 		$516K Buy
15,459
+2,871
+23% +$97.8K 0.08% 247
2021
Q2 		$424K Sell
12,588
-418
-3% -$14.4K 0.07% 275
2021
Q1 		$423K Sell
13,006
-622
-5% -$21.3K 0.08% 243
2020
Q4 		$494K Buy
+13,628
New +$488K 0.1% 209

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Main Street Financial Solutions's IAU Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares Gold Trust (IAU) stake by 12% in Q4 2025, selling an estimated $336K and leaving 32,020 shares worth $2.6M. The position accounts for 0.19% of the portfolio, ranked #107.

Main Street Financial Solutions first reported a position in IAU in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.64M in Q3 2025. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • Main Street Financial Solutions held 32,020 shares of iShares Gold Trust worth $2.6M as of Q4 2025.
  • Main Street Financial Solutions sold 4,292 iShares Gold Trust shares in Q4 2025, an estimated $336K.
  • iShares Gold Trust made up 0.19% of Main Street Financial Solutions's portfolio in Q4 2025, its #107 holding.
  • Main Street Financial Solutions first reported a position in iShares Gold Trust in Q4 2020 and has held it in 20 quarters since.
  • Main Street Financial Solutions's iShares Gold Trust position peaked at $2.64M in Q3 2025.
  • 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.