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Wolff Wiese Magana’s iShares Gold Trust IAU Stock Holding History

Wolff Wiese Magana’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 		$5.66K Hold
75
– – ﹤0.01% 616
2026
Q1 		$6.61K Hold
75
– – ﹤0.01% 543
2025
Q4 		$6.09K Hold
75
– – ﹤0.01% 544
2025
Q3 		$5.46K Buy
+75
New +$4.89K ﹤0.01% 572
2024
Q1 		– Sell
-29
Closed -$1.13K – 727
2023
Q4 		$1.13K Sell
29
-740
-96% -$27.7K ﹤0.01% 544
2023
Q3 		$26.9K Sell
769
-606
-44% -$22.1K 0.02% 243
2023
Q2 		$50K Buy
1,375
+29
+2% +$1.09K 0.04% 192
2023
Q1 		$50.3K Buy
1,346
+930
+224% +$33.4K 0.04% 187
2022
Q4 		$14.4K Hold
416
– – 0.01% 301
2022
Q3 		$13K Hold
416
– – 0.01% 462
2022
Q2 		$14K Sell
416
-14
-3% -$498 0.01% 477
2022
Q1 		$16K Sell
430
-2,465
-85% -$88.1K 0.01% 468
2021
Q4 		$101K Sell
2,895
-690
-19% -$23.6K 0.07% 201
2021
Q3 		$120K Buy
3,585
+828
+30% +$28.2K 0.08% 176
2021
Q2 		$93K Buy
2,757
+155
+6% +$5.36K 0.07% 203
2021
Q1 		$85K Sell
2,602
-2,223
-46% -$76K 0.07% 205
2020
Q4 		$175K Buy
+4,825
New +$173K 0.15% 124

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 22.9% 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

Wolff Wiese Magana's IAU Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Gold Trust (IAU) position steady in Q2 2026 at 75 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Wolff Wiese Magana first reported a position in IAU in Q4 2020 and has held it in 17 quarters since. The position peaked at $175K in Q4 2020. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wolff Wiese Magana held 75 shares of iShares Gold Trust worth $5.66K as of Q2 2026.
  • Wolff Wiese Magana left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #616 holding.
  • Wolff Wiese Magana first reported a position in iShares Gold Trust in Q4 2020 and has held it in 17 quarters since.
  • Wolff Wiese Magana's iShares Gold Trust position peaked at $175K in Q4 2020.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.