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Maltin Wealth Management’s iShares Gold Trust IAU Stock Holding History

Maltin Wealth 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
Q2 		$7.77M Buy
102,963
+2,034
+2% +$173K 2.6% 9
2026
Q1 		$8.9M Sell
100,929
-4,631
-4% -$425K 3.4% 6
2025
Q4 		$8.57M Sell
105,560
-24,499
-19% -$1.92M 3.41% 4
2025
Q3 		$9.46M Buy
130,059
+72
+0.1% +$4.7K 3.93% 3
2025
Q2 		$8.11M Sell
129,987
-628
-0.5% -$38.9K 3.65% 3
2025
Q1 		$7.7M Buy
130,615
+3,984
+3% +$216K 3.62% 2
2024
Q4 		$6.27M Buy
126,631
+714
+0.6% +$35.9K 3.08% 3
2024
Q3 		$6.26M Buy
125,917
+2,481
+2% +$116K 3.05% 3
2024
Q2 		$5.42M Buy
123,436
+2,152
+2% +$95.1K 2.91% 5
2024
Q1 		$5.1M Buy
121,284
+5,522
+5% +$216K 2.87% 7
2023
Q4 		$4.52M Buy
115,762
+2,272
+2% +$85K 2.88% 6
2023
Q3 		$3.97M Buy
113,490
+2,034
+2% +$74.2K 2.77% 6
2023
Q2 		$4.06M Buy
111,456
+1,091
+1% +$40.9K 2.87% 7
2023
Q1 		$4.12M Buy
110,365
+1,237
+1% +$44.4K 2.97% 5
2022
Q4 		$3.77M Sell
109,128
-2,760
-2% -$90.6K 2.75% 8
2022
Q3 		$3.53M Sell
111,888
-23,451
-17% -$769K 2.79% 6
2022
Q2 		$4.64M Buy
+135,339
New +$4.81M 3.36% 4
2022
Q1 		– Sell
-139,942
Closed -$4.87M – 119
2021
Q4 		$4.87M Buy
139,942
+12
+0% +$410 2.93% 6
2021
Q3 		$4.67M Sell
139,930
-1,194
-0.8% -$40.7K 2.87% 7
2021
Q2 		$4.76M Sell
141,124
-336
-0.2% -$11.6K 2.89% 7
2021
Q1 		$4.6M Buy
141,460
+17,187
+14% +$587K 2.98% 8
2020
Q4 		$4.51M Sell
124,273
-4,264
-3% -$153K 3.16% 7
2020
Q3 		$4.63M Buy
128,537
+7,907
+7% +$289K 3.29% 8
2020
Q2 		$4.1M Buy
120,630
+16,108
+15% +$528K 3.09% 6
2020
Q1 		$3.15M Buy
104,522
+41,918
+67% +$1.27M 2.68% 8
2019
Q4 		$1.82M Buy
+62,604
New +$1.78M 1.17% 26

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Maltin Wealth Management's IAU Position: Q2 2026 in Review

Maltin Wealth Management increased its iShares Gold Trust (IAU) stake by 2% in Q2 2026, buying an estimated $173K and bringing the position to 102,963 shares worth $7.77M. The position accounts for 2.6% of the portfolio, ranked #9.

Maltin Wealth Management first reported a position in IAU in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.46M in Q3 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Maltin Wealth Management held 102,963 shares of iShares Gold Trust worth $7.77M as of Q2 2026.
  • Maltin Wealth Management bought 2,034 iShares Gold Trust shares in Q2 2026, an estimated $173K.
  • iShares Gold Trust made up 2.6% of Maltin Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Maltin Wealth Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • Maltin Wealth Management's iShares Gold Trust position peaked at $9.46M in Q3 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.