MFG
IAU icon

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
Q2 		$530K Buy
7,024
+27
+0.4% +$2.29K 0.19% 85
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Midwest Financial Group's IAU Position: Q2 2026 in Review

Midwest Financial Group increased its iShares Gold Trust (IAU) stake by 0.39% in Q2 2026, buying an estimated $2.29K and bringing the position to 7,024 shares worth $530K. The position accounts for 0.19% of the portfolio, ranked #85.

Midwest Financial Group first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.44M in Q2 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Midwest Financial Group held 7,024 shares of iShares Gold Trust worth $530K as of Q2 2026.
  • Midwest Financial Group bought 27 iShares Gold Trust shares in Q2 2026, an estimated $2.29K.
  • iShares Gold Trust made up 0.19% of Midwest Financial Group's portfolio in Q2 2026, its #85 holding.
  • Midwest Financial Group first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Midwest Financial Group's iShares Gold Trust position peaked at $1.44M in Q2 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.