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MJP Associates’s iShares Gold Trust IAU Stock Holding History

MJP Associates’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 		$201K Sell
2,661
-748
-22% -$63.5K 0.02% 230
2026
Q1 		$301K Buy
3,409
+102
+3% +$9.36K 0.04% 158
2025
Q4 		$268K Hold
3,307
– – 0.03% 206
2025
Q3 		$241K Sell
3,307
-78
-2% -$5.09K 0.03% 220
2025
Q2 		$211K Buy
+3,385
New +$210K 0.03% 217

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

MJP Associates's IAU Position: Q2 2026 in Review

MJP Associates reduced its iShares Gold Trust (IAU) stake by 22% in Q2 2026, selling an estimated $63.5K and leaving 2,661 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #230.

MJP Associates first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $301K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • MJP Associates held 2,661 shares of iShares Gold Trust worth $201K as of Q2 2026.
  • MJP Associates sold 748 iShares Gold Trust shares in Q2 2026, an estimated $63.5K.
  • iShares Gold Trust made up 0.02% of MJP Associates's portfolio in Q2 2026, its #230 holding.
  • MJP Associates first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • MJP Associates's iShares Gold Trust position peaked at $301K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.