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Marks Group Wealth Management’s iShares Gold Trust IAU Stock Holding History

Marks Group 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 		$2.32M Sell
26,358
-738
-3% -$67.7K 0.22% 120
2025
Q4 		$2.2M Hold
27,096
– – 0.21% 119
2025
Q3 		$1.97M Hold
27,096
– – 0.18% 125
2025
Q2 		$1.69M Buy
27,096
+1,331
+5% +$82.5K 0.16% 131
2025
Q1 		$1.52M Sell
25,765
-8,555
-25% -$463K 0.15% 143
2024
Q4 		$1.7M Sell
34,320
-209
-0.6% -$10.5K 0.17% 127
2024
Q3 		$1.72M Buy
34,529
+474
+1% +$22.2K 0.16% 135
2024
Q2 		$1.5M Hold
34,055
– – 0.16% 144
2024
Q1 		$1.43M Sell
34,055
-2,468
-7% -$96.7K 0.15% 143
2023
Q4 		$1.43M Sell
36,523
-36,844
-50% -$1.38M 0.16% 141
2023
Q3 		$2.57M Sell
73,367
-7,588
-9% -$277K 0.32% 99
2023
Q2 		$2.95M Sell
80,955
-1,818
-2% -$68.2K 0.35% 94
2023
Q1 		$3.09M Sell
82,773
-5,837
-7% -$209K 0.4% 90
2022
Q4 		$3.07M Sell
88,610
-656,513
-88% -$21.6M 0.42% 86
2022
Q3 		$23.5M Buy
745,123
+1,728
+0.2% +$56.6K 3.58% 1
2022
Q2 		$25.5M Sell
743,395
-14,763
-2% -$525K 3.68% 1
2022
Q1 		$27.9M Buy
758,158
+54,133
+8% +$1.93M 3.51% 1
2021
Q4 		$24.5M Buy
704,025
+10,391
+1% +$355K 2.99% 1
2021
Q3 		$23.2M Buy
693,634
+37,215
+6% +$1.27M 3.13% 1
2021
Q2 		$22.1M Buy
656,419
+15,848
+2% +$548K 3.04% 1
2021
Q1 		$20.8M Buy
640,571
+79,235
+14% +$2.71M 3.09% 1
2020
Q4 		$20.4M Buy
561,336
+49,597
+10% +$1.78M 3.17% 1
2020
Q3 		$18.4M Buy
511,739
+32,423
+7% +$1.18M 3.33% 1
2020
Q2 		$16.3M Buy
+479,316
New +$15.7M 3.31% 1

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

Marks Group Wealth Management's IAU Position: Q1 2026 in Review

Marks Group Wealth Management reduced its iShares Gold Trust (IAU) stake by 2.7% in Q1 2026, selling an estimated $67.7K and leaving 26,358 shares worth $2.32M. The position accounts for 0.22% of the portfolio, ranked #120.

Marks Group Wealth Management first reported a position in IAU in Q2 2020 and has held it in 24 quarters since. The position peaked at $27.9M in Q1 2022. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Marks Group Wealth Management held 26,358 shares of iShares Gold Trust worth $2.32M as of Q1 2026.
  • Marks Group Wealth Management sold 738 iShares Gold Trust shares in Q1 2026, an estimated $67.7K.
  • iShares Gold Trust made up 0.22% of Marks Group Wealth Management's portfolio in Q1 2026, its #120 holding.
  • Marks Group Wealth Management first reported a position in iShares Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • Marks Group Wealth Management's iShares Gold Trust position peaked at $27.9M in Q1 2022.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.