MBA Advisors
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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
Q3 		$10.8M Buy
138,451
+6,875
+5% +$551K 3.53% 9
2026
Q2 		$9.9M 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 		$10M 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 		$4.14M 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 		$3.2M Buy
94,940
+19,438
+26% +$672K 1.49% 12
2021
Q1 		$2.46M Buy
+75,502
New +$2.58M 1.35% 11

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

MBA Advisors's IAU Position: Q3 2026 in Review

MBA Advisors increased its iShares Gold Trust (IAU) stake by 5.2% in Q3 2026, buying an estimated $551K and bringing the position to 138,451 shares worth $10.8M. The position accounts for 3.53% of the portfolio, ranked #9.

MBA Advisors first reported a position in IAU in Q1 2021 and has held it in 23 quarters since. 1,229 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • MBA Advisors held 138,451 shares of iShares Gold Trust worth $10.8M as of Q3 2026.
  • MBA Advisors bought 6,875 iShares Gold Trust shares in Q3 2026, an estimated $551K.
  • iShares Gold Trust made up 3.53% of MBA Advisors's portfolio in Q3 2026, its #9 holding.
  • MBA Advisors first reported a position in iShares Gold Trust in Q1 2021 and has held it in 23 quarters since.
  • 1,229 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.