MinichMacGregor Wealth Management’s iShares Gold Trust IAU Stock Holding History

MinichMacGregor Wealth 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	$333K	Sell	4,409 -144,991	-97%	-$12.3M	0.05%	105
2026 Q1	$13.2M	Buy	149,400 +527	+0.4%	+$48.3K	2.32%	12
2025 Q4	$12.1M	Sell	148,873 -2,997	-2%	-$234K	2.19%	15
2025 Q3	$11.1M	Buy	151,870 +4,127	+3%	+$269K	2.16%	16
2025 Q2	$9.21M	Buy	147,743 +143,910	+3,755%	+$8.92M	1.97%	23
2025 Q1	$226K	Buy	+3,833	New	+$207K	0.05%	117
2024 Q1	–	Sell	-198,760	Closed	-$7.76M	–	108
2023 Q4	$7.76M	Sell	198,760 -9,164	-4%	-$343K	2.24%	15
2023 Q3	$7.28M	Sell	207,924 -8,089	-4%	-$295K	2.41%	12
2023 Q2	$7.86M	Buy	216,013 +171,684	+387%	+$6.44M	2.45%	11
2023 Q1	$1.66M	Buy	44,329 +44,304	+177,216%	+$1.59M	0.55%	44
2022 Q4	$864	Buy	+25	New	+$821	﹤0.01%	642
2021 Q1	–	Sell	-115,230	Closed	-$4.18M	–	82
2020 Q4	$4.18M	Sell	115,230 -333,432	-74%	-$11.9M	1.7%	21
2020 Q3	$16.1M	Sell	448,662 -47,681	-10%	-$1.74M	7.62%	2
2020 Q2	$16.9M	Buy	+496,343	New	+$16.3M	9.33%	3
2020 Q1	–	Sell	-199,372	Closed	-$5.78M	–	92
2019 Q4	$5.78M	Buy	199,372 +11,746	+6%	+$333K	3.22%	10
2019 Q3	$5.29M	Buy	187,626 +6,393	+4%	+$180K	3.58%	11
2019 Q2	$4.8M	Buy	181,233 +4,304	+2%	+$108K	3.36%	15
2019 Q1	$4.36M	Buy	176,929 +55,074	+45%	+$1.38M	3.27%	14
2018 Q4	$3M	Buy	+121,855	New	+$2.87M	2.05%	10
2018 Q2	–	Sell	-471	Closed	-$11K	–	553
2018 Q1	$11K	Hold	471	–	–	0.01%	294
2017 Q4	$11K	Hold	471	–	–	0.01%	287
2017 Q3	$11K	Hold	471	–	–	0.01%	266
2017 Q2	$11K	Hold	471	–	–	0.01%	257
2017 Q1	$11K	Hold	471	–	–	0.01%	259
2016 Q4	$10K	Sell	471 -126,477	-100%	-$2.97M	0.01%	259
2016 Q3	$3.22M	Buy	126,948 +23,963	+23%	+$617K	3.02%	11
2016 Q2	$2.63M	Buy	102,985 +882	+0.9%	+$21.4K	2.48%	14
2016 Q1	$2.42M	Buy	+102,103	New	+$2.34M	2.34%	14

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

MinichMacGregor Wealth Management's IAU Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its iShares Gold Trust (IAU) stake by 97% in Q2 2026, selling an estimated $12.3M and leaving 4,409 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #105.

MinichMacGregor Wealth Management first reported a position in IAU in Q1 2016 and has held it in 28 quarters since. The position peaked at $16.9M in Q2 2020. 915 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

MinichMacGregor Wealth Management held 4,409 shares of iShares Gold Trust worth $333K as of Q2 2026.
MinichMacGregor Wealth Management sold 144,991 iShares Gold Trust shares in Q2 2026, an estimated $12.3M.
iShares Gold Trust made up 0.05% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #105 holding.
MinichMacGregor Wealth Management first reported a position in iShares Gold Trust in Q1 2016 and has held it in 28 quarters since.
MinichMacGregor Wealth Management's iShares Gold Trust position peaked at $16.9M in Q2 2020.
915 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.