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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Midwest Capital Advisors's IAU Position: Q1 2026 in Review

Midwest Capital Advisors reduced its iShares Gold Trust (IAU) stake by 57% in Q1 2026, selling an estimated $5.83M and leaving 47,263 shares worth $4.17M. The position accounts for 1.95% of the portfolio, ranked #15.

Midwest Capital Advisors first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.99M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Midwest Capital Advisors held 47,263 shares of iShares Gold Trust worth $4.17M as of Q1 2026.
Midwest Capital Advisors sold 63,542 iShares Gold Trust shares in Q1 2026, an estimated $5.83M.
iShares Gold Trust made up 1.95% of Midwest Capital Advisors's portfolio in Q1 2026, its #15 holding.
Midwest Capital Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
Midwest Capital Advisors's iShares Gold Trust position peaked at $8.99M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Midwest Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.