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MBL Wealth’s iShares Gold Trust IAU Stock Holding History

MBL Wealth’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 		$1.11M Buy
14,705
+405
+3% +$34.4K 0.08% 125
2026
Q1 		$1.26M Buy
14,300
+3,000
+27% +$275K 0.1% 103
2025
Q4 		$917K Sell
11,300
-21
-0.2% -$1.64K 0.07% 125
2025
Q3 		$824K Buy
11,321
+21
+0.2% +$1.37K 0.07% 124
2025
Q2 		$705K Sell
11,300
-400
-3% -$24.8K 0.07% 122
2025
Q1 		$690K Hold
11,700
– – 0.07% 115
2024
Q4 		$579K Sell
11,700
-300
-3% -$15.1K 0.06% 130
2024
Q3 		$596K Hold
12,000
– – 0.06% 128
2024
Q2 		$527K Hold
12,000
– – 0.06% 125
2024
Q1 		$504K Buy
12,000
+100
+0.8% +$3.92K 0.06% 130
2023
Q4 		$464K Buy
11,900
+50
+0.4% +$1.87K 0.06% 120
2023
Q3 		$415K Buy
11,850
+600
+5% +$21.9K 0.06% 123
2023
Q2 		$409K Buy
11,250
+1,525
+16% +$57.2K 0.06% 120
2023
Q1 		$363K Buy
9,725
+32
+0.3% +$1.15K 0.06% 117
2022
Q4 		$335K Sell
9,693
-421
-4% -$13.8K 0.06% 122
2022
Q3 		$319K Sell
10,114
-1,286
-11% -$42.1K 0.07% 120
2022
Q2 		$391K Buy
11,400
+1,500
+15% +$53.4K 0.1% 105
2022
Q1 		$365K Buy
+9,900
New +$354K 0.09% 119
2021
Q1 		$301K Buy
+9,250
New +$316K 0.11% 115

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

MBL Wealth's IAU Position: Q2 2026 in Review

MBL Wealth increased its iShares Gold Trust (IAU) stake by 2.8% in Q2 2026, buying an estimated $34.4K and bringing the position to 14,705 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #125.

MBL Wealth first reported a position in IAU in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • MBL Wealth held 14,705 shares of iShares Gold Trust worth $1.11M as of Q2 2026.
  • MBL Wealth bought 405 iShares Gold Trust shares in Q2 2026, an estimated $34.4K.
  • iShares Gold Trust made up 0.08% of MBL Wealth's portfolio in Q2 2026, its #125 holding.
  • MBL Wealth first reported a position in iShares Gold Trust in Q1 2021 and has held it in 19 quarters since.
  • MBL Wealth's iShares Gold Trust position peaked at $1.26M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.