MKD Wealth Coaches
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
Q3 		$214K Sell
2,739
-1,915
-41% -$154K 0.18% 33
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

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

MKD Wealth Coaches's IAU Position: Q3 2026 in Review

MKD Wealth Coaches reduced its iShares Gold Trust (IAU) stake by 41% in Q3 2026, selling an estimated $154K and leaving 2,739 shares worth $214K. The position accounts for 0.18% of the portfolio, ranked #33.

MKD Wealth Coaches first reported a position in IAU in Q4 2018 and has held it in 19 quarters since. The position peaked at $4.97M in Q2 2020. 582 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • MKD Wealth Coaches held 2,739 shares of iShares Gold Trust worth $214K as of Q3 2026.
  • MKD Wealth Coaches sold 1,915 iShares Gold Trust shares in Q3 2026, an estimated $154K.
  • iShares Gold Trust made up 0.18% of MKD Wealth Coaches's portfolio in Q3 2026, its #33 holding.
  • MKD Wealth Coaches first reported a position in iShares Gold Trust in Q4 2018 and has held it in 19 quarters since.
  • MKD Wealth Coaches's iShares Gold Trust position peaked at $4.97M in Q2 2020.
  • 582 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.