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MBA Advisors’s iShares Gold Trust IAU Stock Holding History

MBA 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 		$9.94M Buy
131,576
+9,846
+8% +$836K 3.34% 9
2026
Q1 		$10.7M Sell
121,730
-1,226
-1% -$112K 4.12% 3
2025
Q4 		$9.98M Buy
122,956
+2,578
+2% +$202K 4.02% 5
2025
Q3 		$8.76M Buy
120,378
+8,019
+7% +$523K 3.74% 6
2025
Q2 		$7.01M Sell
112,359
-27,079
-19% -$1.68M 3.23% 10
2025
Q1 		$8.22M Sell
139,438
-1,093
-0.8% -$59.1K 4.07% 4
2024
Q4 		$6.96M Buy
140,531
+6,649
+5% +$334K 3.49% 8
2024
Q3 		$6.65M Sell
133,882
-13,106
-9% -$613K 3.19% 8
2024
Q2 		$6.46M Buy
146,988
+2,087
+1% +$92.2K 3.3% 9
2024
Q1 		$6.09M Buy
144,901
+3,587
+3% +$141K 3.15% 9
2023
Q4 		$5.52M Buy
141,314
+3,060
+2% +$115K 3.07% 9
2023
Q3 		$4.84M Buy
138,254
+348
+0.3% +$12.7K 2.97% 11
2023
Q2 		$5.02M Sell
137,906
-642
-0.5% -$24.1K 3% 12
2023
Q1 		$5.18M Buy
138,548
+4,215
+3% +$151K 3.22% 7
2022
Q4 		$4.65M Buy
134,333
+3,200
+2% +$105K 3.04% 9
2022
Q3 		$4.13M Buy
131,133
+10,314
+9% +$338K 2.99% 10
2022
Q2 		$4.14M Buy
120,819
+7,416
+7% +$264K 2.85% 11
2022
Q1 		$4.18M Buy
113,403
+7,931
+8% +$283K 2.59% 8
2021
Q4 		$3.67M Buy
105,472
+3,771
+4% +$129K 2.27% 11
2021
Q3 		$3.4M Buy
101,701
+6,761
+7% +$230K 2.51% 10
2021
Q2 		$3.2K Buy
94,940
+19,438
+26% +$672K 1.49% 12
2021
Q1 		$2.46K Buy
+75,502
New +$2.58M 1.35% 11

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

MBA Advisors's IAU Position: Q2 2026 in Review

MBA Advisors increased its iShares Gold Trust (IAU) stake by 8.1% in Q2 2026, buying an estimated $836K and bringing the position to 131,576 shares worth $9.94M. The position accounts for 3.34% of the portfolio, ranked #9.

MBA Advisors first reported a position in IAU in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.7M in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • MBA Advisors held 131,576 shares of iShares Gold Trust worth $9.94M as of Q2 2026.
  • MBA Advisors bought 9,846 iShares Gold Trust shares in Q2 2026, an estimated $836K.
  • iShares Gold Trust made up 3.34% of MBA Advisors's portfolio in Q2 2026, its #9 holding.
  • MBA Advisors first reported a position in iShares Gold Trust in Q1 2021 and has held it in 22 quarters since.
  • MBA Advisors's iShares Gold Trust position peaked at $10.7M in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.