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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
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 $1.37T 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 $424B AUM 22.96% 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 $303B AUM 53.02% 1-Year Est. Return

Mount Yale Investment Advisors's IAU Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares Gold Trust (IAU) stake by 7.9% in Q1 2026, buying an estimated $392K and bringing the position to 58,696 shares worth $5.17M. The position accounts for 0.12% of the portfolio, ranked #182.

Mount Yale Investment Advisors first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. 1,965 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Mount Yale Investment Advisors held 58,696 shares of iShares Gold Trust worth $5.17M as of Q1 2026.
  • Mount Yale Investment Advisors bought 4,275 iShares Gold Trust shares in Q1 2026, an estimated $392K.
  • iShares Gold Trust made up 0.12% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #182 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,965 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.