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Mirador Capital Partners’s iShares Gold Trust IAU Stock Holding History

Mirador Capital Partners’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 		$1.56M Buy
20,697
+3,392
+20% +$288K 0.19% 80
2026
Q1 		$1.53M Buy
17,305
+1,515
+10% +$139K 0.22% 71
2025
Q4 		$1.28M Buy
15,790
+727
+5% +$56.9K 0.18% 82
2025
Q3 		$1.1M Sell
15,063
-161
-1% -$10.5K 0.16% 100
2025
Q2 		$949K Sell
15,224
-119
-0.8% -$7.37K 0.15% 94
2025
Q1 		$905K Sell
15,343
-955
-6% -$51.7K 0.16% 96
2024
Q4 		$807K Sell
16,298
-12
-0.1% -$603 0.15% 100
2024
Q3 		$811K Sell
16,310
-290
-2% -$13.6K 0.15% 98
2024
Q2 		$729K Buy
16,600
+1,975
+14% +$87.3K 0.14% 99
2024
Q1 		$614K Sell
14,625
-241
-2% -$9.45K 0.12% 115
2023
Q4 		$580K Buy
14,866
+152
+1% +$5.69K 0.12% 106
2023
Q3 		$515K Sell
14,714
-2,244
-13% -$81.9K 0.12% 118
2023
Q2 		$617K Buy
16,958
+5,471
+48% +$205K 0.15% 108
2023
Q1 		$429K Sell
11,487
-1,785
-13% -$64.1K 0.1% 121
2022
Q4 		$459K Sell
13,272
-6,470
-33% -$212K 0.11% 120
2022
Q3 		$622K Sell
19,742
-16,597
-46% -$544K 0.15% 91
2022
Q2 		$1.25M Buy
36,339
+5,380
+17% +$191K 0.29% 66
2022
Q1 		$1.14M Buy
30,959
+11,078
+56% +$396K 0.23% 79
2021
Q4 		$692K Sell
19,881
-1,630
-8% -$55.7K 0.15% 114
2021
Q3 		$719K Sell
21,511
-992
-4% -$33.8K 0.16% 110
2021
Q2 		$759K Sell
22,503
-54,610
-71% -$1.89M 0.17% 106
2021
Q1 		$2.51M Sell
77,113
-7,556
-9% -$258K 0.64% 51
2020
Q4 		$3.07M Buy
84,669
+2,180
+3% +$78K 0.84% 44
2020
Q3 		$2.97M Buy
82,489
+4,594
+6% +$168K 0.93% 39
2020
Q2 		$2.65M Buy
77,895
+2,242
+3% +$73.5K 0.99% 31
2020
Q1 		$2.44M Buy
75,653
+37,625
+99% +$1.14M 1.02% 31
2019
Q4 		$1.1M Buy
38,028
+22,858
+151% +$648K 0.44% 62
2019
Q3 		$428K Buy
+15,170
New +$428K 0.19% 113
2018
Q2 		– Sell
-7,163
Closed -$181K – 147
2018
Q1 		$181K Buy
+7,163
New +$183K 0.13% 118

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mirador Capital Partners's IAU Position: Q2 2026 in Review

Mirador Capital Partners increased its iShares Gold Trust (IAU) stake by 20% in Q2 2026, buying an estimated $288K and bringing the position to 20,697 shares worth $1.56M. The position accounts for 0.19% of the portfolio, ranked #80.

Mirador Capital Partners first reported a position in IAU in Q1 2018 and has held it in 29 quarters since. The position peaked at $3.07M in Q4 2020. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Mirador Capital Partners held 20,697 shares of iShares Gold Trust worth $1.56M as of Q2 2026.
  • Mirador Capital Partners bought 3,392 iShares Gold Trust shares in Q2 2026, an estimated $288K.
  • iShares Gold Trust made up 0.19% of Mirador Capital Partners's portfolio in Q2 2026, its #80 holding.
  • Mirador Capital Partners first reported a position in iShares Gold Trust in Q1 2018 and has held it in 29 quarters since.
  • Mirador Capital Partners's iShares Gold Trust position peaked at $3.07M in Q4 2020.
  • 1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.