Main Street Group’s iShares Gold Trust IAU Stock Holding History

Main Street Group’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	$301K	Buy	3,986 +111	+3%	+$9.42K	0.07%	88
2026 Q1	$342K	Buy	3,875 +51	+1%	+$4.68K	0.1%	77
2025 Q4	$310K	Hold	3,824	–	–	0.11%	72
2025 Q3	$278K	Hold	3,824	–	–	0.08%	85
2025 Q2	$238K	Hold	3,824	–	–	0.08%	92
2025 Q1	$225K	Buy	3,824 +21	+0.6%	+$1.14K	0.09%	88
2024 Q4	$188K	Buy	3,803 +100	+3%	+$5.03K	0.07%	104
2024 Q3	$184K	Hold	3,703	–	–	0.07%	109
2024 Q2	$163K	Sell	3,703 -19	-0.5%	-$840	0.07%	113
2024 Q1	$158K	Buy	3,722 +22	+0.6%	+$862	0.07%	135
2023 Q4	$144K	Buy	+3,700	New	+$138K	0.05%	176

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Main Street Group's IAU Position: Q2 2026 in Review

Main Street Group increased its iShares Gold Trust (IAU) stake by 2.9% in Q2 2026, buying an estimated $9.42K and bringing the position to 3,986 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #88.

Main Street Group first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $342K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Main Street Group held 3,986 shares of iShares Gold Trust worth $301K as of Q2 2026.
Main Street Group bought 111 iShares Gold Trust shares in Q2 2026, an estimated $9.42K.
iShares Gold Trust made up 0.07% of Main Street Group's portfolio in Q2 2026, its #88 holding.
Main Street Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Main Street Group's iShares Gold Trust position peaked at $342K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.