MLG Wealth Management DBA Pine Grove Financial Group IAU β€” ISHARES GOLD ETF

Ownership history in MLG Wealth Management DBA Pine Grove Financial Group  Β·  1 quarter on record

AI Ownership Summary

MLG Wealth Management DBA Pine Grove Financial Group reported ISHARES GOLD ETF (IAU) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.95% in 2026 Q2. The latest visible filing shows IAU at 0.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MLG Wealth Management DBA Pine Grove Financial Group's position in ISHARES GOLD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IAU was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IAU stock page MLG Wealth Management DBA Pine Grove Financial Group fund profile MLG Wealth Management DBA Pine Grove Financial Group full holdings
How MLG Wealth Management DBA Pine Grove Financial Group held IAU β€” position size vs. price
% of Fund (quarterly)    IAU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 97,265 β€” β€” 0.95% $7.9M 2026-08-25 $87.76

🏒 Other funds also holding IAU

As of 2026 Q2 β€” sorted by position size

VCU Investment Management Co 3Y 7Y 94.96% MOON CAPITAL MANAGEMENT LP 3Y 7Y 79.53% CRCM LP 3Y 7Y 68.2% EMORY UNIVERSITY 3Y 7Y 55.88% Pennsylvania State University 47.82% Eurizon Asset Management Hungary Ltd. 42.86% Diameter Capital Partners LP 3Y 7Y 20.48% HRTG GPE, LLC 3Y 7Y 17.05% Private Harbour Investment Management & Counsel, LLC 3Y 7Y 16.13% STUART INVESTMENT ADVISORS, INC. 3Y 15.6%

FAQ About MLG Wealth Management DBA Pine Grove Financial Group and IAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has MLG Wealth Management DBA Pine Grove Financial Group reported owning IAU?

MLG Wealth Management DBA Pine Grove Financial Group reported IAU across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported IAU position in MLG Wealth Management DBA Pine Grove Financial Group's portfolio?

The largest reported portfolio weight for IAU was 0.95% in 2026 Q2.

What is the latest reported IAU position on this page?

The most recent filing on this page is 2026 Q2, when MLG Wealth Management DBA Pine Grove Financial Group reported 97,265 shares, equal to 0.95% of portfolio, with an estimated market value of $7.9M.

What does the chart on this IAU ownership page compare?

The chart compares MLG Wealth Management DBA Pine Grove Financial Group's quarterly IAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to MLG Wealth Management DBA Pine Grove Financial Group Holdings