MFS
IAU icon

Miller Financial Services’s iShares Gold Trust IAU Stock Holding History

Miller Financial Services’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 		– Sell
-2,727
Closed -$221K – 127
2025
Q4 		$221K Sell
2,727
-40
-1% -$3.13K 0.26% 92
2025
Q3 		$201K Buy
+2,767
New +$181K 0.23% 105
2025
Q1 		– Sell
-4,443
Closed -$220K – 110
2024
Q4 		$220K Buy
+4,443
New +$223K 0.19% 113

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

Miller Financial Services's IAU Position: Q1 2026 in Review

Miller Financial Services sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 2,727 shares — an estimated $221K sold.

Miller Financial Services first reported a position in IAU in Q4 2024 and held it in 3 quarters. The position peaked at $221K in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Miller Financial Services reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Miller Financial Services sold 2,727 iShares Gold Trust shares in Q1 2026, an estimated $221K.
  • Miller Financial Services first reported a position in iShares Gold Trust in Q4 2024 and held it in 3 quarters.
  • Miller Financial Services's iShares Gold Trust position peaked at $221K in Q4 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.