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

Mascoma 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 		$94.4K Hold
1,250
– – 0.02% 140
2026
Q1 		$110K Hold
1,250
– – 0.02% 127
2025
Q4 		$101K Hold
1,250
– – 0.02% 130
2025
Q3 		$91K Sell
1,250
-340
-21% -$22.2K 0.02% 148
2025
Q2 		$99.2K Hold
1,590
– – 0.02% 136
2025
Q1 		$93.7K Hold
1,590
– – 0.02% 140
2024
Q4 		$78.7K Hold
1,590
– – 0.02% 163
2024
Q3 		$79K Hold
1,590
– – 0.02% 158
2024
Q2 		$69.8K Sell
1,590
-52
-3% -$2.3K 0.02% 161
2024
Q1 		$69K Hold
1,642
– – 0.02% 156
2023
Q4 		$64.1K Hold
1,642
– – 0.02% 167
2023
Q3 		$57.5K Hold
1,642
– – 0.02% 176
2023
Q2 		$59.9K Buy
1,642
+340
+26% +$12.7K 0.02% 178
2023
Q1 		$49.1K Hold
1,302
– – 0.01% 234
2022
Q4 		$45K Hold
1,302
– – 0.01% 241
2022
Q3 		$41K Hold
1,302
– – 0.01% 248
2022
Q2 		$45K Buy
1,302
+52
+4% +$1.85K 0.02% 251
2022
Q1 		$46K Hold
1,250
– – 0.01% 269
2021
Q4 		$44K Hold
1,250
– – 0.02% 236
2021
Q3 		$42K Buy
+1,250
New +$42.6K 0.02% 222
2021
Q2 		– Sell
-1,250
Closed -$41K – 259
2021
Q1 		$41K Buy
+1,250
New +$42.7K 0.02% 227
2019
Q3 		– Sell
-1,250
Closed -$34K – 203
2019
Q2 		$34K Hold
1,250
– – 0.02% 184
2019
Q1 		$31K Hold
1,250
– – 0.02% 185
2018
Q4 		$31K Hold
1,250
– – 0.02% 171
2018
Q3 		$29K Hold
1,250
– – 0.02% 204
2018
Q2 		$30K Hold
1,250
– – 0.02% 189
2018
Q1 		$32K Hold
1,250
– – 0.02% 178
2017
Q4 		$32K Sell
1,250
-470
-27% -$11.5K 0.02% 172
2017
Q3 		$42K Buy
+1,720
New +$42.3K 0.03% 160

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

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

Mascoma Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,250 shares worth $94.4K. The position accounts for 0.02% of the portfolio, ranked #140.

Mascoma Wealth Management first reported a position in IAU in Q3 2017 and has held it in 29 quarters since. The position peaked at $110K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Mascoma Wealth Management held 1,250 shares of iShares Gold Trust worth $94.4K as of Q2 2026.
  • Mascoma Wealth Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Mascoma Wealth Management first reported a position in iShares Gold Trust in Q3 2017 and has held it in 29 quarters since.
  • Mascoma Wealth Management's iShares Gold Trust position peaked at $110K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.