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Mather Group’s iShares Gold Trust IAU Stock Holding History

Mather Group’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 		$4.52M Sell
51,292
-6,924
-12% -$635K 0.05% 142
2025
Q4 		$4.73M Buy
58,216
+23,577
+68% +$1.84M 0.05% 127
2025
Q3 		$2.52M Buy
34,639
+4,530
+15% +$296K 0.03% 177
2025
Q2 		$1.88M Buy
30,109
+12,826
+74% +$795K 0.02% 197
2025
Q1 		$1.02M Buy
17,283
+1,526
+10% +$82.5K 0.01% 254
2024
Q4 		$780K Buy
15,757
+5,912
+60% +$297K 0.01% 269
2024
Q3 		$489K Sell
9,845
-6,998
-42% -$328K 0.01% 369
2024
Q2 		$708K Buy
16,843
+3,404
+25% +$150K 0.01% 338
2024
Q1 		$525K Sell
13,439
-45
-0.3% -$1.76K 0.01% 332
2023
Q4 		$526K Sell
13,484
-1,554
-10% -$58.1K 0.01% 343
2023
Q3 		$526K Sell
15,038
-1,794
-11% -$65.5K 0.01% 319
2023
Q2 		$613K Buy
16,832
+343
+2% +$12.9K 0.01% 310
2023
Q1 		$616K Sell
16,489
-3,746
-19% -$134K 0.01% 289
2022
Q4 		$700K Buy
20,235
+37
+0.2% +$1.22K 0.01% 266
2022
Q3 		$637K Sell
20,198
-9,078
-31% -$298K 0.01% 257
2022
Q2 		$1M Buy
29,276
+15,224
+108% +$542K 0.02% 182
2022
Q1 		$518K Buy
+14,052
New +$502K 0.01% 258
2021
Q1 		– Sell
-9,648
Closed -$350K – 273
2020
Q4 		$350K Sell
9,648
-2,863
-23% -$102K 0.01% 167
2020
Q3 		$450K Sell
12,511
-6,997
-36% -$256K 0.02% 145
2020
Q2 		$663K Buy
+19,508
New +$639K 0.03% 114
2017
Q1 		– Sell
-21,311
Closed -$472K – 40
2016
Q4 		$472K Buy
+21,311
New +$500K 0.08% 37

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

Mather Group's IAU Position: Q1 2026 in Review

Mather Group reduced its iShares Gold Trust (IAU) stake by 12% in Q1 2026, selling an estimated $635K and leaving 51,292 shares worth $4.52M. The position accounts for 0.05% of the portfolio, ranked #142.

Mather Group first reported a position in IAU in Q4 2016 and has held it in 21 quarters since. The position peaked at $4.73M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Mather Group held 51,292 shares of iShares Gold Trust worth $4.52M as of Q1 2026.
  • Mather Group sold 6,924 iShares Gold Trust shares in Q1 2026, an estimated $635K.
  • iShares Gold Trust made up 0.05% of Mather Group's portfolio in Q1 2026, its #142 holding.
  • Mather Group first reported a position in iShares Gold Trust in Q4 2016 and has held it in 21 quarters since.
  • Mather Group's iShares Gold Trust position peaked at $4.73M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.