MRP Capital Investments’s iShares Gold Trust IAU Stock Holding History

MRP Capital Investments’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	$485K	Sell	5,500 -1,375	-20%	-$126K	0.42%	56
2025 Q4	$558K	Buy	6,875 +1,375	+25%	+$108K	0.47%	58
2025 Q3	$343K	Sell	5,500 -1,000	-15%	-$65.2K	0.29%	75
2025 Q2	$405K	Buy	+6,500	New	+$403K	0.28%	67
2023 Q3	–	Sell	-1,500	Closed	-$54.6K	–	142
2023 Q2	$54.6K	Hold	1,500	–	–	0.05%	157
2023 Q1	$56.1K	Buy	1,500 +426	+40%	+$15.3K	0.06%	134
2022 Q4	$37.1K	Buy	+1,074	New	+$35.3K	0.04%	137

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MRP Capital Investments's IAU Position: Q1 2026 in Review

MRP Capital Investments reduced its iShares Gold Trust (IAU) stake by 20% in Q1 2026, selling an estimated $126K and leaving 5,500 shares worth $485K. The position accounts for 0.42% of the portfolio, ranked #56.

MRP Capital Investments first reported a position in IAU in Q4 2022 and has held it in 7 quarters since. The position peaked at $558K in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

MRP Capital Investments held 5,500 shares of iShares Gold Trust worth $485K as of Q1 2026.
MRP Capital Investments sold 1,375 iShares Gold Trust shares in Q1 2026, an estimated $126K.
iShares Gold Trust made up 0.42% of MRP Capital Investments's portfolio in Q1 2026, its #56 holding.
MRP Capital Investments first reported a position in iShares Gold Trust in Q4 2022 and has held it in 7 quarters since.
MRP Capital Investments's iShares Gold Trust position peaked at $558K in Q4 2025.
1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on MRP Capital Investments's 13F filing for Q1 2026, filed 14 May 2026.