MMBG Investment Advisors’s iShares Gold Trust IAU Stock Holding History

MMBG Investment Advisors’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	$4.52M	Buy	+59,820	New	+$5.08M	0.36%	44
2026 Q1	–	Sell	-42,900	Closed	-$3.48M	–	176
2025 Q4	$3.48M	Hold	42,900	–	–	0.29%	56
2025 Q3	$3.12M	Buy	+42,900	New	+$2.8M	0.28%	53
2025 Q2	–	Sell	-42,900	Closed	-$2.53M	–	179
2025 Q1	$2.53M	Hold	42,900	–	–	0.29%	53
2024 Q4	$2.12M	Hold	42,900	–	–	0.23%	59
2024 Q3	$2.13M	Hold	42,900	–	–	0.22%	64
2024 Q2	$1.88M	Hold	42,900	–	–	0.2%	64
2024 Q1	$1.8M	Hold	42,900	–	–	0.19%	71
2023 Q4	$1.67M	Hold	42,900	–	–	0.2%	68
2023 Q3	$1.5M	Hold	42,900	–	–	0.19%	72
2023 Q2	$1.55M	Hold	42,900	–	–	0.19%	71
2023 Q1	$1.6M	Buy	+42,900	New	+$1.54M	0.2%	69
2022 Q3	–	Sell	-133,500	Closed	-$4.58M	–	164
2022 Q2	$4.58M	Buy	+133,500	New	+$4.75M	0.57%	42
2022 Q1	–	Sell	-133,500	Closed	-$4.65M	–	162
2021 Q4	$4.65M	Buy	+133,500	New	+$4.56M	0.45%	46

Other funds holding IAU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMBG Investment Advisors's IAU Position: Q2 2026 in Review

MMBG Investment Advisors opened a new position in iShares Gold Trust (IAU) in Q2 2026: 59,820 shares worth $4.52M. The stake represents 0.36% of the portfolio and ranks #44 among its holdings. This is a return to the name: MMBG Investment Advisors previously reported a position in IAU as recently as Q4 2025.

MMBG Investment Advisors first reported a position in IAU in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.65M in Q4 2021. 1,485 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

MMBG Investment Advisors held 59,820 shares of iShares Gold Trust worth $4.52M as of Q2 2026.
iShares Gold Trust was a new MMBG Investment Advisors position in Q2 2026.
iShares Gold Trust made up 0.36% of MMBG Investment Advisors's portfolio in Q2 2026, its #44 holding.
MMBG Investment Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 14 quarters since.
MMBG Investment Advisors's iShares Gold Trust position peaked at $4.65M in Q4 2021.
1,485 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.