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Mount Yale Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Mount Yale 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 		$4.37M Sell
57,860
-836
-1% -$71K 0.08% 244
2026
Q1 		$5.17M Buy
58,696
+4,275
+8% +$392K 0.12% 182
2025
Q4 		$4.42M Buy
54,421
+35,311
+185% +$2.76M 0.21% 107
2025
Q3 		$1.39M Buy
19,110
+7,592
+66% +$495K 0.1% 220
2025
Q2 		$718K Buy
11,518
+595
+5% +$36.9K 0.06% 270
2025
Q1 		$644K Buy
10,923
+4,693
+75% +$254K 0.06% 273
2024
Q4 		$308K Buy
+6,230
New +$313K 0.02% 436

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.9% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mount Yale Investment Advisors's IAU Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares Gold Trust (IAU) stake by 1.4% in Q2 2026, selling an estimated $71K and leaving 57,860 shares worth $4.37M. The position accounts for 0.08% of the portfolio, ranked #244.

Mount Yale Investment Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.17M in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Mount Yale Investment Advisors held 57,860 shares of iShares Gold Trust worth $4.37M as of Q2 2026.
  • Mount Yale Investment Advisors sold 836 iShares Gold Trust shares in Q2 2026, an estimated $71K.
  • iShares Gold Trust made up 0.08% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #244 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Mount Yale Investment Advisors's iShares Gold Trust position peaked at $5.17M in Q1 2026.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.