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

MFA 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	$1.75M	Sell	23,128 -105,949	-82%	-$8.99M	0.3%	45
2026 Q1	$11.4M	Sell	129,077 -10,807	-8%	-$991K	2.24%	14
2025 Q4	$11.4M	Buy	139,884 +3,350	+2%	+$262K	2.4%	14
2025 Q3	$9.94M	Buy	136,534 +2,725	+2%	+$178K	2.17%	14
2025 Q2	$8.34M	Sell	133,809 -24,072	-15%	-$1.49M	1.96%	16
2025 Q1	$9.31M	Sell	157,881 -9,274	-6%	-$502K	2.3%	14
2024 Q4	$8.28M	Buy	167,155 +15,833	+10%	+$796K	2.12%	16
2024 Q3	$7.52M	Sell	151,322 -231	-0.2%	-$10.8K	1.64%	20
2024 Q2	$6.66M	Buy	+151,553	New	+$6.7M	1.45%	23
2022 Q1	–	Sell	-5,841	Closed	-$204K	–	70
2021 Q4	$204K	Buy	+5,841	New	+$200K	0.09%	69

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

MFA Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 82% in Q2 2026, selling an estimated $8.99M and leaving 23,128 shares worth $1.75M. The position accounts for 0.3% of the portfolio, ranked #45.

MFA Wealth Advisors first reported a position in IAU in Q4 2021 and has held it in 10 quarters since. The position peaked at $11.4M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

MFA Wealth Advisors held 23,128 shares of iShares Gold Trust worth $1.75M as of Q2 2026.
MFA Wealth Advisors sold 105,949 iShares Gold Trust shares in Q2 2026, an estimated $8.99M.
iShares Gold Trust made up 0.3% of MFA Wealth Advisors's portfolio in Q2 2026, its #45 holding.
MFA Wealth Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 10 quarters since.
MFA Wealth Advisors's iShares Gold Trust position peaked at $11.4M in Q1 2026.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.