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Mission Creek Capital Partners’s iShares Gold Trust IAU Stock Holding History

Mission Creek 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
Q1 		$1.12M Hold
12,757
– – 0.22% 95
2025
Q4 		$1.04M Hold
12,757
– – 0.21% 97
2025
Q3 		$928K Sell
12,757
-100
-0.8% -$6.52K 0.18% 106
2025
Q2 		$802K Hold
12,857
– – 0.18% 108
2025
Q1 		$758K Hold
12,857
– – 0.18% 117
2024
Q4 		$637K Hold
12,857
– – 0.14% 143
2024
Q3 		$639K Sell
12,857
-70
-0.5% -$3.28K 0.15% 138
2024
Q2 		$568K Buy
12,927
+86
+0.7% +$3.8K 0.14% 131
2024
Q1 		$539K Sell
12,841
-4,192
-25% -$164K 0.14% 150
2023
Q4 		$665K Hold
17,033
– – 0.17% 136
2023
Q3 		$596K Sell
17,033
-169
-1% -$6.17K 0.2% 134
2023
Q2 		$626K Buy
17,202
+78
+0.5% +$2.92K 0.2% 137
2023
Q1 		$640K Hold
17,124
– – 0.22% 128
2022
Q4 		$592K Buy
17,124
+7,710
+82% +$253K 0.21% 133
2022
Q3 		$297K Buy
9,414
+53
+0.6% +$1.74K 0.11% 172
2022
Q2 		$321K Hold
9,361
– – 0.11% 178
2022
Q1 		$345K Hold
9,361
– – 0.09% 188
2021
Q4 		$326K Hold
9,361
– – 0.06% 206
2021
Q3 		$313K Hold
9,361
– – 0.06% 208
2021
Q2 		$316K Hold
9,361
– – 0.05% 194
2021
Q1 		$304K Hold
9,361
– – 0.05% 190
2020
Q4 		$339K Hold
9,361
– – 0.1% 170
2020
Q3 		$337K Buy
9,361
+417
+5% +$15.2K 0.13% 165
2020
Q2 		$304K Hold
8,944
– – 0.16% 136
2020
Q1 		$270K Buy
8,944
+169
+2% +$5.11K 0.15% 137
2019
Q4 		$254K Buy
+8,775
New +$249K 0.12% 168

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mission Creek Capital Partners's IAU Position: Q1 2026 in Review

Mission Creek Capital Partners held its iShares Gold Trust (IAU) position steady in Q1 2026 at 12,757 shares worth $1.12M. The position accounts for 0.22% of the portfolio, ranked #95.

Mission Creek Capital Partners first reported a position in IAU in Q4 2019 and has held it in 26 quarters since. 1,965 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Mission Creek Capital Partners held 12,757 shares of iShares Gold Trust worth $1.12M as of Q1 2026.
  • Mission Creek Capital Partners left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.22% of Mission Creek Capital Partners's portfolio in Q1 2026, its #95 holding.
  • Mission Creek Capital Partners first reported a position in iShares Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • 1,965 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

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