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Midwest Financial Group’s iShares Gold Trust IAU Stock Holding History

Midwest Financial 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
Q1 		$617K Buy
6,997
+1,308
+23% +$120K 0.26% 70
2025
Q4 		$462K Sell
5,689
-152
-3% -$11.9K 0.2% 78
2025
Q3 		$425K Sell
5,841
-17,177
-75% -$1.12M 0.2% 79
2025
Q2 		$1.44M Hold
23,018
– – 0.75% 38
2025
Q1 		$1.36M Buy
23,018
+710
+3% +$38.4K 0.79% 37
2024
Q4 		$1.1M Buy
22,308
+185
+0.8% +$9.3K 0.63% 41
2024
Q3 		$1.1M Sell
22,123
-500
-2% -$23.4K 0.65% 37
2024
Q2 		$994K Sell
22,623
-972
-4% -$43K 0.63% 39
2024
Q1 		$991K Sell
23,595
-205
-0.9% -$8.04K 0.67% 37
2023
Q4 		$929K Buy
23,800
+65
+0.3% +$2.43K 0.69% 39
2023
Q3 		$830K Sell
23,735
-150
-0.6% -$5.47K 0.7% 42
2023
Q2 		$869K Sell
23,885
-150
-0.6% -$5.62K 0.74% 38
2023
Q1 		$898K Buy
+24,035
New +$863K 0.83% 35

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Midwest Financial Group's IAU Position: Q1 2026 in Review

Midwest Financial Group increased its iShares Gold Trust (IAU) stake by 23% in Q1 2026, buying an estimated $120K and bringing the position to 6,997 shares worth $617K. The position accounts for 0.26% of the portfolio, ranked #70.

Midwest Financial Group first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.44M in Q2 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Midwest Financial Group held 6,997 shares of iShares Gold Trust worth $617K as of Q1 2026.
  • Midwest Financial Group bought 1,308 iShares Gold Trust shares in Q1 2026, an estimated $120K.
  • iShares Gold Trust made up 0.26% of Midwest Financial Group's portfolio in Q1 2026, its #70 holding.
  • Midwest Financial Group first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
  • Midwest Financial Group's iShares Gold Trust position peaked at $1.44M in Q2 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.