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Mesirow Financial Investment Management’s iShares Gold Trust IAU Stock Holding History

Mesirow Financial Investment Management’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 		$12.2M Buy
160,957
+1,664
+1% +$141K 0.19% 105
2026
Q1 		$14M Buy
159,293
+22,024
+16% +$2.02M 0.23% 100
2025
Q4 		$11.1M Sell
137,269
-49,470
-26% -$3.87M 0.23% 94
2025
Q3 		$13.6M Buy
186,739
+240
+0.1% +$15.7K 0.24% 90
2025
Q2 		$11.6M Sell
186,499
-189,029
-50% -$11.7M 0.23% 98
2025
Q1 		$22.1M Buy
375,528
+159,958
+74% +$8.65M 0.43% 58
2024
Q4 		$10.7M Buy
215,570
+106
+0% +$5.33K 0.21% 98
2024
Q3 		$10.7M Buy
215,464
+4,145
+2% +$194K 0.21% 100
2024
Q2 		$9.28M Hold
211,319
– – 0.21% 104
2024
Q1 		$8.88M Buy
211,319
+79,291
+60% +$3.11M 0.2% 106
2023
Q4 		$5.15M Buy
+132,028
New +$4.94M 0.19% 96

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

Mesirow Financial Investment Management's IAU Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its iShares Gold Trust (IAU) stake by 1% in Q2 2026, buying an estimated $141K and bringing the position to 160,957 shares worth $12.2M. The position accounts for 0.19% of the portfolio, ranked #105.

Mesirow Financial Investment Management first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.1M in Q1 2025. 1,900 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Mesirow Financial Investment Management held 160,957 shares of iShares Gold Trust worth $12.2M as of Q2 2026.
  • Mesirow Financial Investment Management bought 1,664 iShares Gold Trust shares in Q2 2026, an estimated $141K.
  • iShares Gold Trust made up 0.19% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #105 holding.
  • Mesirow Financial Investment Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's iShares Gold Trust position peaked at $22.1M in Q1 2025.
  • 1,900 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.