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

Maripau 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 		– Sell
-4,996
Closed -$406K – 171
2025
Q4 		$406K Sell
4,996
-456
-8% -$35.7K 0.19% 102
2025
Q3 		$397K Buy
5,452
+60
+1% +$3.91K 0.2% 93
2025
Q2 		$336K Sell
5,392
-834
-13% -$51.7K 0.17% 108
2025
Q1 		$367K Sell
6,226
-87
-1% -$4.71K 0.21% 94
2024
Q4 		$313K Buy
+6,313
New +$317K 0.19% 102
2024
Q3 		– Sell
-5,990
Closed -$263K – 83
2024
Q2 		$263K Buy
5,990
+231
+4% +$10.2K 0.18% 114
2024
Q1 		$242K Sell
5,759
-956
-14% -$37.5K 0.18% 118
2023
Q4 		$262K Sell
6,715
-734
-10% -$27.5K 0.23% 87
2023
Q3 		$261K Sell
7,449
-543
-7% -$19.8K 0.24% 79
2023
Q2 		$291K Buy
+7,992
New +$300K 0.26% 70

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

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

Maripau Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 4,996 shares — an estimated $406K sold.

Maripau Wealth Management first reported a position in IAU in Q2 2023 and held it in 10 quarters. The position peaked at $406K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Maripau Wealth Management reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Maripau Wealth Management sold 4,996 iShares Gold Trust shares in Q1 2026, an estimated $406K.
  • Maripau Wealth Management first reported a position in iShares Gold Trust in Q2 2023 and held it in 10 quarters.
  • Maripau Wealth Management's iShares Gold Trust position peaked at $406K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.