Mid-American Wealth Advisory Group’s iShares Gold Trust IAU Stock Holding History

Mid-American Wealth Advisory Group’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	$307K	Sell	4,062 -153	-4%	-$13K	0.11%	60
2026 Q1	$342K	Hold	4,215	–	–	0.14%	49
2025 Q4	$342K	Sell	4,215 -83	-2%	-$6.49K	0.14%	49
2025 Q3	$313K	Sell	4,298 -199	-4%	-$13K	0.14%	47
2025 Q2	$280K	Sell	4,497 -1,662	-27%	-$103K	0.13%	46
2025 Q1	$363K	Sell	6,159 -1,407	-19%	-$76.1K	0.19%	37
2024 Q4	$375K	Sell	7,566 -754	-9%	-$37.9K	0.22%	35
2024 Q3	$414K	Sell	8,320 -1,639	-16%	-$76.7K	0.26%	32
2024 Q2	$437K	Sell	9,959 -230	-2%	-$10.2K	0.28%	30
2024 Q1	$428K	Sell	10,189 -1,347	-12%	-$52.8K	0.29%	31
2023 Q4	$450K	Sell	11,536 -425	-4%	-$15.9K	0.33%	28
2023 Q3	$422K	Sell	11,961 -112,819	-90%	-$4.12M	0.34%	26
2023 Q2	$4.63M	Buy	+124,780	New	+$4.68M	3.61%	10
2022 Q1	$4.59M	Buy	124,736 +9,455	+8%	+$338K	3.59%	9
2021 Q4	$4.01M	Buy	+115,281	New	+$3.94M	3.22%	8

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

BIAS

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

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

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

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mid-American Wealth Advisory Group's IAU Position: Q2 2026 in Review

Mid-American Wealth Advisory Group reduced its iShares Gold Trust (IAU) stake by 3.6% in Q2 2026, selling an estimated $13K and leaving 4,062 shares worth $307K. The position accounts for 0.11% of the portfolio, ranked #60.

Mid-American Wealth Advisory Group first reported a position in IAU in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.63M in Q2 2023. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Mid-American Wealth Advisory Group held 4,062 shares of iShares Gold Trust worth $307K as of Q2 2026.
Mid-American Wealth Advisory Group sold 153 iShares Gold Trust shares in Q2 2026, an estimated $13K.
iShares Gold Trust made up 0.11% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #60 holding.
Mid-American Wealth Advisory Group first reported a position in iShares Gold Trust in Q4 2021 and has held it in 15 quarters since.
Mid-American Wealth Advisory Group's iShares Gold Trust position peaked at $4.63M in Q2 2023.
668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.