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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
Q2 		$237K Buy
3,145
+215
+7% +$18.3K 0.07% 215
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 $1.55T 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

Medallion Wealth Advisors's IAU Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares Gold Trust (IAU) stake by 7.3% in Q2 2026, buying an estimated $18.3K and bringing the position to 3,145 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #215.

Medallion Wealth Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $258K in Q1 2026. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Medallion Wealth Advisors held 3,145 shares of iShares Gold Trust worth $237K as of Q2 2026.
  • Medallion Wealth Advisors bought 215 iShares Gold Trust shares in Q2 2026, an estimated $18.3K.
  • iShares Gold Trust made up 0.07% of Medallion Wealth Advisors's portfolio in Q2 2026, its #215 holding.
  • Medallion Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's iShares Gold Trust position peaked at $258K in Q1 2026.
  • 1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.