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MYeCFO’s iShares Gold Trust IAU Stock Holding History

MYeCFO’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 		$1.68M Sell
19,065
-200
-1% -$18.3K 0.7% 26
2025
Q4 		$1.56M Sell
19,265
-5,257
-21% -$411K 0.66% 26
2025
Q3 		$1.78M Sell
24,522
-734
-3% -$47.9K 0.81% 24
2025
Q2 		$1.57M Sell
25,256
-294
-1% -$18.2K 0.77% 25
2025
Q1 		$1.51M Sell
25,550
-400
-2% -$21.6K 0.8% 26
2024
Q4 		$1.28M Hold
25,950
– – 0.69% 26
2024
Q3 		$1.29M Buy
25,950
+100
+0.4% +$4.68K 0.7% 25
2024
Q2 		$1.14M Sell
25,850
-935
-3% -$41.3K 0.65% 25
2024
Q1 		$1.13M Buy
26,785
+130
+0.5% +$5.1K 0.66% 25
2023
Q4 		$1.04M Sell
26,655
-300
-1% -$11.2K 0.66% 27
2023
Q3 		$943K Sell
26,955
-1,040
-4% -$38K 0.65% 27
2023
Q2 		$1.02M Buy
27,995
+809
+3% +$30.3K 0.74% 26
2023
Q1 		$1.02M Sell
27,186
-8,550
-24% -$307K 0.76% 23
2022
Q4 		$1.26M Buy
+35,736
New +$1.17M 1.04% 17

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 $374B AUM 17.66% 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 $235B AUM 32.99% 1-Year Est. Return

MYeCFO's IAU Position: Q1 2026 in Review

MYeCFO reduced its iShares Gold Trust (IAU) stake by 1% in Q1 2026, selling an estimated $18.3K and leaving 19,065 shares worth $1.68M. The position accounts for 0.7% of the portfolio, ranked #26.

MYeCFO first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.78M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • MYeCFO held 19,065 shares of iShares Gold Trust worth $1.68M as of Q1 2026.
  • MYeCFO sold 200 iShares Gold Trust shares in Q1 2026, an estimated $18.3K.
  • iShares Gold Trust made up 0.7% of MYeCFO's portfolio in Q1 2026, its #26 holding.
  • MYeCFO first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • MYeCFO's iShares Gold Trust position peaked at $1.78M in Q3 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.