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Medallion Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Medallion Wealth 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 		$258K Buy
2,930
+2,077
+243% +$191K 0.08% 213
2025
Q4 		$69.2K Buy
853
+492
+136% +$38.5K 0.02% 416
2025
Q3 		$26.3K Buy
361
+81
+29% +$5.28K 0.01% 586
2025
Q2 		$17.6K Sell
280
-56
-17% -$3.47K 0.01% 644
2025
Q1 		$19.8K Sell
336
-66
-16% -$3.57K 0.01% 574
2024
Q4 		$19.9K Buy
+402
New +$20.2K 0.01% 561

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

Medallion Wealth Advisors's IAU Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares Gold Trust (IAU) stake by 243% in Q1 2026, buying an estimated $191K and bringing the position to 2,930 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #213.

Medallion Wealth Advisors first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Medallion Wealth Advisors held 2,930 shares of iShares Gold Trust worth $258K as of Q1 2026.
  • Medallion Wealth Advisors bought 2,077 iShares Gold Trust shares in Q1 2026, an estimated $191K.
  • iShares Gold Trust made up 0.08% of Medallion Wealth Advisors's portfolio in Q1 2026, its #213 holding.
  • Medallion Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.