Midwest Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Midwest Capital 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	$3.35M	Sell	44,307 -2,956	-6%	-$251K	1.36%	16
2026 Q1	$4.17M	Sell	47,263 -63,542	-57%	-$5.83M	1.95%	15
2025 Q4	$8.99M	Buy	110,805 +6,874	+7%	+$538K	4.31%	7
2025 Q3	$7.56M	Buy	103,931 +29,837	+40%	+$1.95M	3.65%	9
2025 Q2	$4.62M	Buy	74,094 +11,276	+18%	+$699K	2.44%	15
2025 Q1	$3.7M	Buy	62,818 +34,923	+125%	+$1.89M	2.27%	14
2024 Q4	$1.38M	Buy	+27,895	New	+$1.4M	1.01%	19

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

Midwest Capital Advisors's IAU Position: Q2 2026 in Review

Midwest Capital Advisors reduced its iShares Gold Trust (IAU) stake by 6.3% in Q2 2026, selling an estimated $251K and leaving 44,307 shares worth $3.35M. The position accounts for 1.36% of the portfolio, ranked #16.

Midwest Capital Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.99M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Midwest Capital Advisors held 44,307 shares of iShares Gold Trust worth $3.35M as of Q2 2026.
Midwest Capital Advisors sold 2,956 iShares Gold Trust shares in Q2 2026, an estimated $251K.
iShares Gold Trust made up 1.36% of Midwest Capital Advisors's portfolio in Q2 2026, its #16 holding.
Midwest Capital Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Midwest Capital Advisors's iShares Gold Trust position peaked at $8.99M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.