ML
IAU icon

McAdam LLC’s iShares Gold Trust IAU Stock Holding History

McAdam LLC’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 		$960K Sell
12,712
-72
-0.6% -$6.11K 0.04% 174
2026
Q1 		$1.13M Buy
12,784
+1,796
+16% +$165K 0.05% 150
2025
Q4 		$892K Buy
10,988
+3,428
+45% +$268K 0.04% 165
2025
Q3 		$550K Sell
7,560
-127
-2% -$8.29K 0.03% 202
2025
Q2 		$479K Buy
7,687
+341
+5% +$21.1K 0.03% 215
2025
Q1 		$433K Sell
7,346
-487
-6% -$26.3K 0.03% 207
2024
Q4 		$388K Sell
7,833
-226
-3% -$11.4K 0.02% 235
2024
Q3 		$401K Sell
8,059
-792
-9% -$37.1K 0.02% 215
2024
Q2 		$389K Sell
8,851
-1,344
-13% -$59.4K 0.02% 200
2024
Q1 		$428K Sell
10,195
-2,410
-19% -$94.5K 0.03% 186
2023
Q4 		$492K Sell
12,605
-4,531
-26% -$170K 0.04% 165
2023
Q3 		$600K Sell
17,136
-9,845
-36% -$359K 0.05% 139
2023
Q2 		$982K Sell
26,981
-7,061
-21% -$265K 0.08% 110
2023
Q1 		$1.27M Buy
34,042
+27,998
+463% +$1M 0.11% 99
2022
Q4 		$210K Sell
6,044
-45,054
-88% -$1.48M 0.02% 178
2022
Q3 		$1.61M Buy
51,098
+2,610
+5% +$85.5K 0.17% 79
2022
Q2 		$1.66M Buy
48,488
+38,464
+384% +$1.37M 0.18% 77
2022
Q1 		$369K Buy
10,024
+3,980
+66% +$142K 0.03% 138
2021
Q4 		$210K Buy
+6,044
New +$207K 0.02% 178
2018
Q4 		– Sell
-933
Closed -$22K – 294
2018
Q3 		$22K Buy
+933
New +$21.7K 0.01% 243

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

McAdam LLC's IAU Position: Q2 2026 in Review

McAdam LLC reduced its iShares Gold Trust (IAU) stake by 0.56% in Q2 2026, selling an estimated $6.11K and leaving 12,712 shares worth $960K. The position accounts for 0.04% of the portfolio, ranked #174.

McAdam LLC first reported a position in IAU in Q3 2018 and has held it in 20 quarters since. The position peaked at $1.66M in Q2 2022. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • McAdam LLC held 12,712 shares of iShares Gold Trust worth $960K as of Q2 2026.
  • McAdam LLC sold 72 iShares Gold Trust shares in Q2 2026, an estimated $6.11K.
  • iShares Gold Trust made up 0.04% of McAdam LLC's portfolio in Q2 2026, its #174 holding.
  • McAdam LLC first reported a position in iShares Gold Trust in Q3 2018 and has held it in 20 quarters since.
  • McAdam LLC's iShares Gold Trust position peaked at $1.66M in Q2 2022.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.