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 Q3	$1.27M	Sell	16,289 -6,839	-30%	-$548K	0.22%	47
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

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MFA Wealth Advisors's IAU Position: Q3 2026 in Review

MFA Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 30% in Q3 2026, selling an estimated $548K and leaving 16,289 shares worth $1.27M. The position accounts for 0.22% of the portfolio, ranked #47.

MFA Wealth Advisors first reported a position in IAU in Q4 2021 and has held it in 11 quarters since. The position peaked at $11.4M in Q1 2026. 171 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

MFA Wealth Advisors held 16,289 shares of iShares Gold Trust worth $1.27M as of Q3 2026.
MFA Wealth Advisors sold 6,839 iShares Gold Trust shares in Q3 2026, an estimated $548K.
iShares Gold Trust made up 0.22% of MFA Wealth Advisors's portfolio in Q3 2026, its #47 holding.
MFA Wealth Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 11 quarters since.
MFA Wealth Advisors's iShares Gold Trust position peaked at $11.4M in Q1 2026.
171 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.