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Monetary Solutions’s iShares Gold Trust IAU Stock Holding History

Monetary Solutions’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 		$24.6K Hold
326
– – 0.02% 162
2026
Q1 		$28.7K Hold
326
– – 0.03% 146
2025
Q4 		$26.5K Buy
+326
New +$25.5K 0.03% 144

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Monetary Solutions's IAU Position: Q2 2026 in Review

Monetary Solutions held its iShares Gold Trust (IAU) position steady in Q2 2026 at 326 shares worth $24.6K. The position accounts for 0.02% of the portfolio, ranked #162.

Monetary Solutions first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.7K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Monetary Solutions held 326 shares of iShares Gold Trust worth $24.6K as of Q2 2026.
  • Monetary Solutions left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.02% of Monetary Solutions's portfolio in Q2 2026, its #162 holding.
  • Monetary Solutions first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's iShares Gold Trust position peaked at $28.7K in Q1 2026.
  • 1,660 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.