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

Mission 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
Q1 		$1.41M Sell
15,981
-223
-1% -$20.5K 0.03% 266
2025
Q4 		$1.32M Buy
16,204
+573
+4% +$44.8K 0.03% 284
2025
Q3 		$1.14M Sell
15,631
-686
-4% -$44.8K 0.02% 309
2025
Q2 		$1.02M Buy
16,317
+1,715
+12% +$106K 0.02% 325
2025
Q1 		$861K Buy
14,602
+4,476
+44% +$242K 0.02% 339
2024
Q4 		$501K Buy
10,126
+798
+9% +$40.1K 0.01% 429
2024
Q3 		$464K Sell
9,328
-294
-3% -$13.8K 0.01% 448
2024
Q2 		$423K Sell
9,622
-1,164
-11% -$51.4K 0.01% 448
2024
Q1 		$453K Buy
+10,786
New +$423K 0.01% 458

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

Mission Wealth Management's IAU Position: Q1 2026 in Review

Mission Wealth Management reduced its iShares Gold Trust (IAU) stake by 1.4% in Q1 2026, selling an estimated $20.5K and leaving 15,981 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #266.

Mission Wealth Management first reported a position in IAU in Q1 2024 and has held it in 9 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Mission Wealth Management held 15,981 shares of iShares Gold Trust worth $1.41M as of Q1 2026.
  • Mission Wealth Management sold 223 iShares Gold Trust shares in Q1 2026, an estimated $20.5K.
  • iShares Gold Trust made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #266 holding.
  • Mission Wealth Management first reported a position in iShares Gold Trust in Q1 2024 and has held it in 9 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.