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MainStreet Investment Advisors’s iShares Gold Trust IAU Stock Holding History

MainStreet Investment Advisors’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 		$1.22M Sell
13,822
-599
-4% -$54.9K 0.18% 86
2025
Q4 		$1.17M Sell
14,421
-14,685
-50% -$1.15M 0.17% 89
2025
Q3 		$2.12M Sell
29,106
-755
-3% -$49.3K 0.28% 70
2025
Q2 		$1.86M Buy
29,861
+575
+2% +$35.6K 0.26% 81
2025
Q1 		$1.73M Buy
29,286
+650
+2% +$35.2K 0.25% 78
2024
Q4 		$1.42M Sell
28,636
-815
-3% -$41K 0.2% 85
2024
Q3 		$1.46M Sell
29,451
-15,487
-34% -$725K 0.19% 85
2024
Q2 		$1.97M Sell
44,938
-7,546
-14% -$333K 0.24% 76
2024
Q1 		$2.2M Hold
52,484
– – 0.26% 75
2023
Q4 		$2.05M Sell
52,484
-59,125
-53% -$2.21M 0.23% 77
2023
Q3 		$3.91M Sell
111,609
-44,236
-28% -$1.61M 0.46% 55
2023
Q2 		$5.67M Sell
155,845
-74,653
-32% -$2.8M 0.62% 42
2023
Q1 		$8.61M Sell
230,498
-3,363
-1% -$121K 0.93% 27
2022
Q4 		$8.09M Sell
233,861
-153,679
-40% -$5.05M 0.9% 31
2022
Q3 		$12.2M Hold
387,540
– – 1.49% 17
2022
Q2 		$13.3M Sell
387,540
-124,468
-24% -$4.43M 1.53% 16
2022
Q1 		$18.9M Sell
512,008
-88,472
-15% -$3.16M 1.76% 13
2021
Q4 		$20.9M Buy
+600,480
New +$20.5M 1.82% 10
2021
Q3 		– Sell
-763,340
Closed -$25.7M – 185
2021
Q2 		$25.7M Sell
763,340
-69,358
-8% -$2.4M 2.19% 8
2021
Q1 		$27.1M Sell
832,698
-57,280
-6% -$1.96M 2.26% 8
2020
Q4 		$32.3M Buy
+889,978
New +$31.9M 2.57% 8

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

MainStreet Investment Advisors's IAU Position: Q1 2026 in Review

MainStreet Investment Advisors reduced its iShares Gold Trust (IAU) stake by 4.2% in Q1 2026, selling an estimated $54.9K and leaving 13,822 shares worth $1.22M. The position accounts for 0.18% of the portfolio, ranked #86.

MainStreet Investment Advisors first reported a position in IAU in Q4 2020 and has held it in 21 quarters since. The position peaked at $32.3M in Q4 2020. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • MainStreet Investment Advisors held 13,822 shares of iShares Gold Trust worth $1.22M as of Q1 2026.
  • MainStreet Investment Advisors sold 599 iShares Gold Trust shares in Q1 2026, an estimated $54.9K.
  • iShares Gold Trust made up 0.18% of MainStreet Investment Advisors's portfolio in Q1 2026, its #86 holding.
  • MainStreet Investment Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 21 quarters since.
  • MainStreet Investment Advisors's iShares Gold Trust position peaked at $32.3M in Q4 2020.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.