MGO One Seven’s iShares Gold Trust IAU Stock Holding History

MGO One Seven’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	$18.3M	Buy	241,931 +25,457	+12%	+$2.16M	0.3%	67
2026 Q1	$19.1M	Sell	216,474 -131,461	-38%	-$12.1M	0.38%	44
2025 Q4	$28.2M	Buy	347,935 +61,597	+22%	+$4.82M	0.58%	26
2025 Q3	$20.8M	Buy	286,338 +103,481	+57%	+$6.75M	0.48%	32
2025 Q2	$11.4M	Buy	182,857 +19,245	+12%	+$1.19M	0.37%	49
2025 Q1	$9.65M	Buy	163,612 +24,033	+17%	+$1.3M	0.37%	53
2024 Q4	$6.91M	Buy	139,579 +3,196	+2%	+$161K	0.26%	86
2024 Q3	$6.78M	Buy	136,383 +4,338	+3%	+$203K	0.29%	79
2024 Q2	$5.8M	Sell	132,045 -67,676	-34%	-$2.99M	0.28%	82
2024 Q1	$8.39M	Buy	199,721 +34,751	+21%	+$1.36M	0.44%	50
2023 Q4	$6.44M	Sell	164,970 -6,240	-4%	-$233K	0.37%	68
2023 Q3	$5.99M	Buy	171,210 +72,522	+73%	+$2.65M	0.46%	53
2023 Q2	$3.59M	Sell	98,688 -27,857	-22%	-$1.04M	0.33%	64
2023 Q1	$4.73M	Buy	126,545 +14,419	+13%	+$517K	0.3%	90
2022 Q4	$3.88M	Sell	112,126 -85,060	-43%	-$2.79M	0.39%	57
2022 Q3	$25.3K	Buy	+197,186	New	+$6.46M	0.98%	20
2019 Q1	–	Sell	-143	Closed	-$3K	–	967
2018 Q4	$3K	Buy	+143	New	+$3.37K	﹤0.01%	1481

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

MGO One Seven's IAU Position: Q2 2026 in Review

MGO One Seven increased its iShares Gold Trust (IAU) stake by 12% in Q2 2026, buying an estimated $2.16M and bringing the position to 241,931 shares worth $18.3M. The position accounts for 0.3% of the portfolio, ranked #67.

MGO One Seven first reported a position in IAU in Q4 2018 and has held it in 17 quarters since. The position peaked at $28.2M in Q4 2025. 1,899 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

MGO One Seven held 241,931 shares of iShares Gold Trust worth $18.3M as of Q2 2026.
MGO One Seven bought 25,457 iShares Gold Trust shares in Q2 2026, an estimated $2.16M.
iShares Gold Trust made up 0.3% of MGO One Seven's portfolio in Q2 2026, its #67 holding.
MGO One Seven first reported a position in iShares Gold Trust in Q4 2018 and has held it in 17 quarters since.
MGO One Seven's iShares Gold Trust position peaked at $28.2M in Q4 2025.
1,899 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.