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Mraz Amerine & Associates’s iShares Gold Trust IAU Stock Holding History

Mraz Amerine & Associates’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 		$1.22M Sell
16,129
-1,025
-6% -$87K 0.17% 80
2026
Q1 		$1.51M Sell
17,154
-590
-3% -$54.1K 0.22% 73
2025
Q4 		$1.44M Sell
17,744
-665
-4% -$52K 0.21% 74
2025
Q3 		$1.34M Sell
18,409
-453
-2% -$29.6K 0.21% 77
2025
Q2 		$1.18M Sell
18,862
-2,100
-10% -$130K 0.19% 78
2025
Q1 		$1.22M Hold
20,962
– – 0.21% 70
2024
Q4 		$1.04M Buy
20,962
+595
+3% +$29.9K 0.18% 78
2024
Q3 		$1.01M Hold
20,367
– – 0.18% 82
2024
Q2 		$895K Sell
20,367
-1,250
-6% -$55.2K 0.18% 80
2024
Q1 		$908K Buy
21,617
+1,300
+6% +$51K 0.17% 84
2023
Q4 		$793K Hold
20,317
– – 0.17% 87
2023
Q3 		$711K Sell
20,317
-450
-2% -$16.4K 0.16% 89
2023
Q2 		$756K Sell
20,767
-1,933
-9% -$72.5K 0.18% 85
2023
Q1 		$848K Hold
22,700
– – 0.21% 82
2022
Q4 		$785K Sell
22,700
-3,163
-12% -$104K 0.19% 81
2022
Q3 		$815K Hold
25,863
– – 0.22% 75
2022
Q2 		$887K Hold
25,863
– – 0.23% 73
2022
Q1 		$953K Sell
25,863
-289
-1% -$10.3K 0.23% 73
2021
Q4 		$910K Sell
26,152
-450
-2% -$15.4K 0.23% 71
2021
Q3 		$889K Sell
26,602
-10
-0% -$341 0.24% 70
2021
Q2 		$897K Sell
26,612
-4,152
-13% -$144K 0.24% 70
2021
Q1 		$1M Buy
30,764
+5,352
+21% +$183K 0.29% 57
2020
Q4 		$921K Buy
25,412
+12,906
+103% +$462K 0.31% 45
2020
Q3 		$450K Buy
+12,506
New +$457K 0.17% 79

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 22.96% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mraz Amerine & Associates's IAU Position: Q2 2026 in Review

Mraz Amerine & Associates reduced its iShares Gold Trust (IAU) stake by 6% in Q2 2026, selling an estimated $87K and leaving 16,129 shares worth $1.22M. The position accounts for 0.17% of the portfolio, ranked #80.

Mraz Amerine & Associates first reported a position in IAU in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.51M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Mraz Amerine & Associates held 16,129 shares of iShares Gold Trust worth $1.22M as of Q2 2026.
  • Mraz Amerine & Associates sold 1,025 iShares Gold Trust shares in Q2 2026, an estimated $87K.
  • iShares Gold Trust made up 0.17% of Mraz Amerine & Associates's portfolio in Q2 2026, its #80 holding.
  • Mraz Amerine & Associates first reported a position in iShares Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • Mraz Amerine & Associates's iShares Gold Trust position peaked at $1.51M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Mraz Amerine & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.