Cathy Pareto & Associates’s iShares Gold Trust IAU Stock Holding History

Cathy Pareto & 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	$2.27M	Sell	30,022 -1,300	-4%	-$110K	1.33%	20
2026 Q1	$2.76M	Sell	31,322 -395	-1%	-$36.2K	1.85%	17
2025 Q4	$2.57M	Buy	31,717 +1,490	+5%	+$117K	1.79%	19
2025 Q3	$2.2M	Sell	30,227 -198	-0.7%	-$12.9K	1.66%	18
2025 Q2	$1.9M	Sell	30,425 -715	-2%	-$44.3K	1.57%	19
2025 Q1	$1.84M	Buy	31,140 +5,015	+19%	+$271K	1.62%	20
2024 Q4	$1.29M	Buy	+26,125	New	+$1.31M	1.19%	24

Other funds holding IAU

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Cathy Pareto & Associates's IAU Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its iShares Gold Trust (IAU) stake by 4.2% in Q2 2026, selling an estimated $110K and leaving 30,022 shares worth $2.27M. The position accounts for 1.33% of the portfolio, ranked #20.

Cathy Pareto & Associates first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.76M in Q1 2026. 477 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Cathy Pareto & Associates held 30,022 shares of iShares Gold Trust worth $2.27M as of Q2 2026.
Cathy Pareto & Associates sold 1,300 iShares Gold Trust shares in Q2 2026, an estimated $110K.
iShares Gold Trust made up 1.33% of Cathy Pareto & Associates's portfolio in Q2 2026, its #20 holding.
Cathy Pareto & Associates first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Cathy Pareto & Associates's iShares Gold Trust position peaked at $2.76M in Q1 2026.
477 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.