MWC
IAU icon

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

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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. 524 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.
  • 524 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.