Mill Creek Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Mill Creek 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	$21.2M	Buy	240,917 +37,630	+19%	+$3.45M	0.44%	22
2025 Q4	$16.5M	Hold	203,287	–	–	0.34%	26
2025 Q3	$14.8M	Buy	203,287 +5,749	+3%	+$375K	0.3%	27
2025 Q2	$12.3M	Buy	197,538 +180,717	+1,074%	+$11.2M	0.27%	31
2025 Q1	$992K	Hold	16,821	–	–	0.02%	117
2024 Q4	$833K	Hold	16,821	–	–	0.02%	128
2024 Q3	$836K	Hold	16,821	–	–	0.02%	125
2024 Q2	$739K	Hold	16,821	–	–	0.02%	137
2024 Q1	$707K	Hold	16,821	–	–	0.02%	133
2023 Q4	$657K	Hold	16,821	–	–	0.02%	135
2023 Q3	$589K	Hold	16,821	–	–	0.02%	127
2023 Q2	$612K	Sell	16,821 -38,630	-70%	-$1.45M	0.02%	136
2023 Q1	$2.07M	Hold	55,451	–	–	0.08%	68
2022 Q4	$1.92M	Buy	+55,451	New	+$1.82M	0.08%	67

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

Mill Creek Capital Advisors's IAU Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its iShares Gold Trust (IAU) stake by 19% in Q1 2026, buying an estimated $3.45M and bringing the position to 240,917 shares worth $21.2M. The position accounts for 0.44% of the portfolio, ranked #22.

Mill Creek Capital Advisors first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Mill Creek Capital Advisors held 240,917 shares of iShares Gold Trust worth $21.2M as of Q1 2026.
Mill Creek Capital Advisors bought 37,630 iShares Gold Trust shares in Q1 2026, an estimated $3.45M.
iShares Gold Trust made up 0.44% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #22 holding.
Mill Creek Capital Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.