Milestone Asset Management’s iShares Gold Trust IAU Stock Holding History

Milestone Asset Management’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	$1.39M	Sell	18,395 -7,264	-28%	-$617K	0.22%	103
2026 Q1	$2.26M	Buy	25,659 +16,693	+186%	+$1.53M	0.42%	69
2025 Q4	$728K	Buy	8,966 +669	+8%	+$52.3K	0.14%	133
2025 Q3	$604K	Buy	8,297 +1,822	+28%	+$119K	0.11%	135
2025 Q2	$404K	Sell	6,475 -34,270	-84%	-$2.12M	0.09%	158
2025 Q1	$2.4M	Buy	+40,745	New	+$2.2M	0.51%	46
2023 Q1	–	Sell	-5,765	Closed	-$211K	–	79
2022 Q4	$211K	Buy	+5,765	New	+$189K	0.13%	67

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

Milestone Asset Management's IAU Position: Q2 2026 in Review

Milestone Asset Management reduced its iShares Gold Trust (IAU) stake by 28% in Q2 2026, selling an estimated $617K and leaving 18,395 shares worth $1.39M. The position accounts for 0.22% of the portfolio, ranked #103.

Milestone Asset Management first reported a position in IAU in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.4M in Q1 2025. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Milestone Asset Management held 18,395 shares of iShares Gold Trust worth $1.39M as of Q2 2026.
Milestone Asset Management sold 7,264 iShares Gold Trust shares in Q2 2026, an estimated $617K.
iShares Gold Trust made up 0.22% of Milestone Asset Management's portfolio in Q2 2026, its #103 holding.
Milestone Asset Management first reported a position in iShares Gold Trust in Q4 2022 and has held it in 7 quarters since.
Milestone Asset Management's iShares Gold Trust position peaked at $2.4M in Q1 2025.
1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.