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Money Concepts Capital’s iShares Gold Trust IAU Stock Holding History

Money Concepts Capital’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
Q1 		$1.94M Buy
22,025
+1,678
+8% +$154K 0.11% 188
2025
Q4 		$1.65M Buy
20,347
+15,508
+320% +$1.21M 0.09% 201
2025
Q3 		$352K Sell
4,839
-2,134
-31% -$139K 0.02% 367
2025
Q2 		$435K Buy
+6,973
New +$432K 0.03% 322
2024
Q4 		– Sell
-5,300
Closed -$263K – 412
2024
Q3 		$263K Sell
5,300
-1,188
-18% -$55.6K 0.02% 358
2024
Q2 		$285K Buy
+6,488
New +$287K 0.02% 333
2024
Q1 		– Sell
-6,975
Closed -$272K – 395
2023
Q4 		$272K Buy
6,975
+250
+4% +$9.36K 0.03% 342
2023
Q3 		$235K Buy
+6,725
New +$245K 0.02% 321
2023
Q2 		– Sell
-51,974
Closed -$365K – 406
2023
Q1 		$365K Buy
51,974
+28,805
+124% +$1.03M 0.02% 332
2022
Q4 		$801K Sell
23,169
-47,313
-67% -$1.55M 0.04% 335
2022
Q3 		$2.22M Sell
70,482
-835
-1% -$27.4K 0.13% 149
2022
Q2 		$2.45M Sell
71,317
-20,123
-22% -$716K 0.22% 106
2022
Q1 		$3.37M Buy
91,440
+1,336
+1% +$47.7K 0.19% 110
2021
Q4 		$3.14M Buy
+90,104
New +$3.08M 0.27% 94
2021
Q1 		$3.5M Buy
107,603
+33,077
+44% +$1.13M 0.28% 87
2020
Q4 		$2.7M Buy
+74,526
New +$2.67M 0.25% 99

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Money Concepts Capital's IAU Position: Q1 2026 in Review

Money Concepts Capital increased its iShares Gold Trust (IAU) stake by 8.2% in Q1 2026, buying an estimated $154K and bringing the position to 22,025 shares worth $1.94M. The position accounts for 0.11% of the portfolio, ranked #188.

Money Concepts Capital first reported a position in IAU in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.5M in Q1 2021. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Money Concepts Capital held 22,025 shares of iShares Gold Trust worth $1.94M as of Q1 2026.
  • Money Concepts Capital bought 1,678 iShares Gold Trust shares in Q1 2026, an estimated $154K.
  • iShares Gold Trust made up 0.11% of Money Concepts Capital's portfolio in Q1 2026, its #188 holding.
  • Money Concepts Capital first reported a position in iShares Gold Trust in Q4 2020 and has held it in 16 quarters since.
  • Money Concepts Capital's iShares Gold Trust position peaked at $3.5M in Q1 2021.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.