Midwest Trust’s iShares Gold Trust IAU Stock Holding History

Midwest Trust’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 Q3	$11.7M	Sell	149,889 -2,987	-2%	-$239K	0.13%	139
2026 Q2	$11.5M	Sell	152,876 -2,905	-2%	-$247K	0.13%	147
2026 Q1	$13.7M	Buy	155,781 +9,306	+6%	+$854K	0.17%	128
2025 Q4	$11.9M	Buy	146,475 +237	+0.2%	+$18.5K	0.15%	136
2025 Q3	$10.6M	Sell	146,238 -5,243	-3%	-$342K	0.14%	142
2025 Q2	$9.45M	Buy	+151,481	New	+$9.39M	0.13%	155

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Midwest Trust's IAU Position: Q3 2026 in Review

Midwest Trust reduced its iShares Gold Trust (IAU) stake by 2% in Q3 2026, selling an estimated $239K and leaving 149,889 shares worth $11.7M. The position accounts for 0.13% of the portfolio, ranked #139.

Midwest Trust first reported a position in IAU in Q2 2025 and has held it in 6 quarters since. The position peaked at $13.7M in Q1 2026. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Midwest Trust held 149,889 shares of iShares Gold Trust worth $11.7M as of Q3 2026.
Midwest Trust sold 2,987 iShares Gold Trust shares in Q3 2026, an estimated $239K.
iShares Gold Trust made up 0.13% of Midwest Trust's portfolio in Q3 2026, its #139 holding.
Midwest Trust first reported a position in iShares Gold Trust in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares Gold Trust position peaked at $13.7M in Q1 2026.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.