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

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return