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Mainstay Capital Management’s iShares Gold Trust IAU Stock Holding History

Mainstay Capital Management’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 		$131M Buy
1,490,283
+36,818
+3% +$3.38M 10.13% 2
2025
Q4 		$118M Buy
1,453,465
+701,697
+93% +$54.9M 9.04% 3
2025
Q3 		$54.7M Sell
751,768
-577,375
-43% -$37.7M 5.48% 7
2025
Q2 		$82.9M Buy
1,329,143
+1,318,237
+12,087% +$81.7M 4.09% 10
2025
Q1 		$643K Buy
+10,906
New +$590K 0.09% 63
2023
Q3 		– Sell
-605,696
Closed -$22M – 98
2023
Q2 		$22M Buy
605,696
+586,409
+3,040% +$22M 3.95% 8
2023
Q1 		$721K Buy
+19,287
New +$692K 0.14% 57
2021
Q2 		– Sell
-19,832
Closed -$645K – 133
2021
Q1 		$645K Sell
19,832
-755,231
-97% -$25.8M 0.2% 78
2020
Q4 		$28.1M Sell
775,063
-380,173
-33% -$13.6M 8.22% 4
2020
Q3 		$41.6M Buy
1,155,236
+672,963
+140% +$24.6M 10.88% 3
2020
Q2 		$16.4M Sell
482,273
-629,558
-57% -$20.6M 4.77% 7
2020
Q1 		$33.6M Buy
1,111,831
+482,100
+77% +$14.6M 10.84% 3
2019
Q4 		$18.3M Buy
629,731
+41,328
+7% +$1.17M 4.2% 8
2019
Q3 		$16.6M Buy
+588,403
New +$16.6M 9.17% 2
2018
Q4 		– Sell
-1,902
Closed -$43K – 220
2018
Q3 		$43K Buy
1,902
+2
+0.1% +$46 0.03% 215
2018
Q2 		$46K Buy
+1,900
New +$47.6K 0.04% 189

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

Mainstay Capital Management's IAU Position: Q1 2026 in Review

Mainstay Capital Management increased its iShares Gold Trust (IAU) stake by 2.5% in Q1 2026, buying an estimated $3.38M and bringing the position to 1,490,283 shares worth $131M. The position accounts for 10.13% of the portfolio, ranked #2.

Mainstay Capital Management first reported a position in IAU in Q2 2018 and has held it in 16 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Mainstay Capital Management held 1,490,283 shares of iShares Gold Trust worth $131M as of Q1 2026.
  • Mainstay Capital Management bought 36,818 iShares Gold Trust shares in Q1 2026, an estimated $3.38M.
  • iShares Gold Trust made up 10.13% of Mainstay Capital Management's portfolio in Q1 2026, its #2 holding.
  • Mainstay Capital Management first reported a position in iShares Gold Trust in Q2 2018 and has held it in 16 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Mainstay Capital Management's 13F filing for Q1 2026, filed 12 May 2026.