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MCF Advisors’s iShares Gold Trust IAU Stock Holding History

MCF 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
Q1 		$1.76M Sell
19,966
-79
-0.4% -$7.25K 0.08% 124
2025
Q4 		$1.63M Buy
20,045
+19,174
+2,201% +$1.5M 0.09% 100
2025
Q3 		$63.4K Hold
871
– – ﹤0.01% 390
2025
Q2 		$54.3K Hold
871
– – ﹤0.01% 389
2025
Q1 		$51.4K Hold
871
– – ﹤0.01% 392
2024
Q4 		$43.1K Hold
871
– – ﹤0.01% 427
2024
Q3 		$43.3K Sell
871
-206
-19% -$9.64K ﹤0.01% 420
2024
Q2 		$47.3K Hold
1,077
– – ﹤0.01% 394
2024
Q1 		$45.2K Hold
1,077
– – ﹤0.01% 393
2023
Q4 		$42K Hold
1,077
– – ﹤0.01% 397
2023
Q3 		$37.7K Buy
1,077
+206
+24% +$7.52K ﹤0.01% 390
2023
Q2 		$31.7K Hold
871
– – ﹤0.01% 417
2023
Q1 		$32.5K Hold
871
– – ﹤0.01% 417
2022
Q4 		$30.1K Buy
871
+28
+3% +$920 ﹤0.01% 409
2022
Q3 		$27K Hold
843
– – ﹤0.01% 421
2022
Q2 		$29K Hold
843
– – ﹤0.01% 390
2022
Q1 		$31K Buy
+843
New +$30.1K ﹤0.01% 398
2021
Q4 		– Sell
-843
Closed -$28K – 325
2021
Q3 		$28K Buy
843
+700
+490% +$23.8K ﹤0.01% 369
2021
Q2 		$5K Hold
143
– – ﹤0.01% 496
2021
Q1 		$5K Hold
143
– – ﹤0.01% 460
2020
Q4 		$5K Hold
143
– – ﹤0.01% 417
2020
Q3 		$5K Sell
143
-146
-51% -$5.33K ﹤0.01% 415
2020
Q2 		$10K Buy
+289
New +$9.47K ﹤0.01% 368
2020
Q1 		– Sell
-101
Closed -$3K – 469
2019
Q4 		$3K Buy
+101
New +$2.87K ﹤0.01% 411
2016
Q3 		– Sell
-64
Closed -$2K – 484
2016
Q2 		$2K Buy
+64
New +$1.55K ﹤0.01% 471

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MCF Advisors's IAU Position: Q1 2026 in Review

MCF Advisors reduced its iShares Gold Trust (IAU) stake by 0.39% in Q1 2026, selling an estimated $7.25K and leaving 19,966 shares worth $1.76M. The position accounts for 0.08% of the portfolio, ranked #124.

MCF Advisors first reported a position in IAU in Q2 2016 and has held it in 25 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • MCF Advisors held 19,966 shares of iShares Gold Trust worth $1.76M as of Q1 2026.
  • MCF Advisors sold 79 iShares Gold Trust shares in Q1 2026, an estimated $7.25K.
  • iShares Gold Trust made up 0.08% of MCF Advisors's portfolio in Q1 2026, its #124 holding.
  • MCF Advisors first reported a position in iShares Gold Trust in Q2 2016 and has held it in 25 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.