Market Street Wealth Management Advisors’s iShares Gold Trust IAU Stock Holding History

Market Street Wealth Management 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 Q2	$212K	Buy	2,803 +370	+15%	+$31.4K	0.03%	118
2026 Q1	$214K	Sell	2,433 -310	-11%	-$28.4K	0.03%	102
2025 Q4	$223K	Sell	2,743 -422	-13%	-$33K	0.03%	98
2025 Q3	$230K	Buy	+3,165	New	+$206K	0.04%	98
2023 Q2	–	Sell	-5,598	Closed	-$209K	–	90
2023 Q1	$209K	Buy	+5,598	New	+$201K	0.06%	90
2022 Q2	–	Sell	-5,598	Closed	-$206K	–	86
2022 Q1	$206K	Buy	+5,598	New	+$200K	0.07%	74
2021 Q4	–	Sell	-7,073	Closed	-$236K	–	74
2021 Q3	$236K	Hold	7,073	–	–	0.09%	65
2021 Q2	$238K	Buy	7,073 +1,474	+26%	+$51K	0.1%	61
2021 Q1	$182K	Buy	+5,599	New	+$191K	0.11%	59

Other funds holding IAU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Market Street Wealth Management Advisors's IAU Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its iShares Gold Trust (IAU) stake by 15% in Q2 2026, buying an estimated $31.4K and bringing the position to 2,803 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #118.

Market Street Wealth Management Advisors first reported a position in IAU in Q1 2021 and has held it in 9 quarters since. The position peaked at $238K in Q2 2021. 1,016 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Market Street Wealth Management Advisors held 2,803 shares of iShares Gold Trust worth $212K as of Q2 2026.
Market Street Wealth Management Advisors bought 370 iShares Gold Trust shares in Q2 2026, an estimated $31.4K.
iShares Gold Trust made up 0.03% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #118 holding.
Market Street Wealth Management Advisors first reported a position in iShares Gold Trust in Q1 2021 and has held it in 9 quarters since.
Market Street Wealth Management Advisors's iShares Gold Trust position peaked at $238K in Q2 2021.
1,016 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.