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

Maridea 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
Q1 		$1.16M Buy
13,141
+575
+5% +$52.7K 0.17% 147
2025
Q4 		$1.02M Sell
12,566
-5
-0% -$391 0.15% 147
2025
Q3 		$1.04M Buy
12,571
+1,578
+14% +$103K 0.16% 136
2025
Q2 		$686K Buy
10,993
+1,259
+13% +$78K 0.18% 113
2025
Q1 		$574K Buy
9,734
+2,748
+39% +$149K 0.19% 103
2024
Q4 		$346K Buy
+6,986
New +$351K 0.11% 157

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

Maridea Wealth Management's IAU Position: Q1 2026 in Review

Maridea Wealth Management increased its iShares Gold Trust (IAU) stake by 4.6% in Q1 2026, buying an estimated $52.7K and bringing the position to 13,141 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #147.

Maridea Wealth Management first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Maridea Wealth Management held 13,141 shares of iShares Gold Trust worth $1.16M as of Q1 2026.
  • Maridea Wealth Management bought 575 iShares Gold Trust shares in Q1 2026, an estimated $52.7K.
  • iShares Gold Trust made up 0.17% of Maridea Wealth Management's portfolio in Q1 2026, its #147 holding.
  • Maridea Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.