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Mayflower Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Mayflower Financial 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 		$1.99M Buy
26,416
+6,019
+30% +$511K 0.17% 114
2026
Q1 		$1.8M Sell
20,397
-2,702
-12% -$248K 0.22% 107
2025
Q4 		$1.87M Buy
23,099
+742
+3% +$58K 0.23% 102
2025
Q3 		$1.63M Buy
22,357
+2,262
+11% +$148K 0.2% 113
2025
Q2 		$1.25M Sell
20,095
-403
-2% -$25K 0.17% 125
2025
Q1 		$1.21M Buy
20,498
+2,612
+15% +$141K 0.18% 121
2024
Q4 		$886K Buy
17,886
+497
+3% +$25K 0.13% 152
2024
Q3 		$864K Hold
17,389
– – 0.13% 150
2024
Q2 		$764K Hold
17,389
– – 0.13% 157
2024
Q1 		$731K Hold
17,389
– – 0.12% 169
2023
Q4 		$679K Hold
17,389
– – 0.09% 174
2023
Q3 		$608K Sell
17,389
-26
-0.1% -$949 0.09% 167
2023
Q2 		$634K Hold
17,415
– – 0.08% 174
2023
Q1 		$651K Hold
17,415
– – 0.09% 169
2022
Q4 		$602K Sell
17,415
-755
-4% -$24.8K 0.08% 171
2022
Q3 		$573K Buy
18,170
+755
+4% +$24.7K 0.09% 161
2022
Q2 		$598K Hold
17,415
– – 0.09% 163
2022
Q1 		$641K Sell
17,415
-724
-4% -$25.9K 0.09% 169
2021
Q4 		$631K Sell
18,139
-167
-0.9% -$5.71K 0.08% 166
2021
Q3 		$617K Sell
18,306
-27
-0.1% -$920 0.08% 162
2021
Q2 		$618K Buy
18,333
+323
+2% +$11.2K 0.09% 147
2021
Q1 		$586K Sell
18,010
-146
-0.8% -$4.99K 0.09% 147
2020
Q4 		$658K Buy
+18,156
New +$650K 0.11% 129

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Mayflower Financial Advisors's IAU Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares Gold Trust (IAU) stake by 30% in Q2 2026, buying an estimated $511K and bringing the position to 26,416 shares worth $1.99M. The position accounts for 0.17% of the portfolio, ranked #114.

Mayflower Financial Advisors first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Mayflower Financial Advisors held 26,416 shares of iShares Gold Trust worth $1.99M as of Q2 2026.
  • Mayflower Financial Advisors bought 6,019 iShares Gold Trust shares in Q2 2026, an estimated $511K.
  • iShares Gold Trust made up 0.17% of Mayflower Financial Advisors's portfolio in Q2 2026, its #114 holding.
  • Mayflower Financial Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.