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MKD Wealth Coaches’s iShares Gold Trust IAU Stock Holding History

MKD Wealth Coaches’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 		$351K Hold
4,654
– – 0.3% 20
2026
Q1 		$410K Hold
4,654
– – 0.4% 18
2025
Q4 		$378K Buy
4,654
+59
+1% +$4.61K 0.38% 18
2025
Q3 		$334K Sell
4,595
-451
-9% -$29.4K 0.33% 19
2025
Q2 		$315K Sell
5,046
-3
-0.1% -$186 0.33% 17
2025
Q1 		$298K Sell
5,049
-2,752
-35% -$149K 0.34% 18
2024
Q4 		$386K Buy
+7,801
New +$392K 0.39% 18
2021
Q4 		$282K Sell
8,111
-552
-6% -$18.9K 0.39% 21
2021
Q3 		$289K Sell
8,663
-62
-0.7% -$2.11K 0.45% 15
2021
Q2 		$294K Sell
8,725
-984
-10% -$34K 0.47% 14
2021
Q1 		$316K Sell
9,709
-86,750
-90% -$2.96M 0.54% 14
2020
Q4 		$3.5M Sell
96,459
-5,242
-5% -$188K 5.61% 3
2020
Q3 		$3.66M Sell
101,701
-44,660
-31% -$1.63M 5.23% 6
2020
Q2 		$4.97M Sell
146,361
-3,344
-2% -$110K 6.28% 7
2020
Q1 		$4.51M Buy
+149,705
New +$4.53M 6.05% 5
2019
Q3 		– Sell
-2,615
Closed -$71K – 117
2019
Q2 		$71K Buy
2,615
+212
+9% +$5.31K 0.06% 73
2019
Q1 		$59K Sell
2,403
-1,250
-34% -$31.2K 0.06% 77
2018
Q4 		$90K Buy
+3,653
New +$86K 0.11% 70

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

MKD Wealth Coaches's IAU Position: Q2 2026 in Review

MKD Wealth Coaches held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,654 shares worth $351K. The position accounts for 0.3% of the portfolio, ranked #20.

MKD Wealth Coaches first reported a position in IAU in Q4 2018 and has held it in 18 quarters since. The position peaked at $4.97M in Q2 2020. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • MKD Wealth Coaches held 4,654 shares of iShares Gold Trust worth $351K as of Q2 2026.
  • MKD Wealth Coaches left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.3% of MKD Wealth Coaches's portfolio in Q2 2026, its #20 holding.
  • MKD Wealth Coaches first reported a position in iShares Gold Trust in Q4 2018 and has held it in 18 quarters since.
  • MKD Wealth Coaches's iShares Gold Trust position peaked at $4.97M in Q2 2020.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.