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Mountain Hill Investment Partners’s iShares Gold Trust IAU Stock Holding History

Mountain Hill Investment Partners’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 		– Sell
-400
Closed -$32.5K – 228
2025
Q4 		$32.5K Hold
400
– – 0.02% 76
2025
Q3 		$29.1K Buy
+400
New +$26.1K 0.03% 82

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 $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
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

Mountain Hill Investment Partners's IAU Position: Q1 2026 in Review

Mountain Hill Investment Partners sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 400 shares — an estimated $32.5K sold.

Mountain Hill Investment Partners first reported a position in IAU in Q3 2025 and held it in 2 quarters. The position peaked at $32.5K in Q4 2025. 1,966 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Mountain Hill Investment Partners reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Mountain Hill Investment Partners sold 400 iShares Gold Trust shares in Q1 2026, an estimated $32.5K.
  • Mountain Hill Investment Partners first reported a position in iShares Gold Trust in Q3 2025 and held it in 2 quarters.
  • Mountain Hill Investment Partners's iShares Gold Trust position peaked at $32.5K in Q4 2025.
  • 1,966 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.