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F.L. Putnam Investment Management’s iShares Gold Trust IAU Stock Holding History

F.L. Putnam Investment Management’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 		$12.9M Buy
146,251
+15,393
+12% +$1.41M 0.19% 103
2025
Q4 		$10.6M Buy
130,858
+19,777
+18% +$1.55M 0.15% 116
2025
Q3 		$8.08M Buy
111,081
+37,147
+50% +$2.42M 0.12% 134
2025
Q2 		$4.61M Buy
73,934
+4,672
+7% +$290K 0.08% 172
2025
Q1 		$4.08M Buy
69,262
+14,026
+25% +$759K 0.08% 169
2024
Q4 		$2.73M Sell
55,236
-195
-0.4% -$9.8K 0.05% 211
2024
Q3 		$2.75M Buy
55,431
+621
+1% +$29.1K 0.05% 213
2024
Q2 		$2.41M Buy
54,810
+8,226
+18% +$364K 0.05% 220
2024
Q1 		$1.96M Buy
46,584
+877
+2% +$34.4K 0.04% 210
2023
Q4 		$1.78M Sell
45,707
-555
-1% -$20.8K 0.04% 219
2023
Q3 		$1.62M Sell
46,262
-1,996
-4% -$72.8K 0.04% 224
2023
Q2 		$1.76M Buy
48,258
+10,511
+28% +$394K 0.05% 228
2023
Q1 		$1.41M Buy
37,747
+14,489
+62% +$520K 0.05% 208
2022
Q4 		$804K Sell
23,258
-60,867
-72% -$2M 0.03% 246
2022
Q3 		$2.65M Sell
84,125
-1,837,041
-96% -$60.2M 0.1% 145
2022
Q2 		$65.9M Buy
1,921,166
+50,300
+3% +$1.79M 2.42% 6
2022
Q1 		$68.9M Buy
1,870,866
+8,876
+0.5% +$317K 2.2% 7
2021
Q4 		$64.8M Sell
1,861,990
-21,152
-1% -$723K 1.99% 8
2021
Q3 		$62.9M Sell
1,883,142
-638,738
-25% -$21.8M 2.14% 9
2021
Q2 		$85M Buy
+2,521,880
New +$87.2M 2.93% 4

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

F.L. Putnam Investment Management's IAU Position: Q1 2026 in Review

F.L. Putnam Investment Management increased its iShares Gold Trust (IAU) stake by 12% in Q1 2026, buying an estimated $1.41M and bringing the position to 146,251 shares worth $12.9M. The position accounts for 0.19% of the portfolio, ranked #103.

F.L. Putnam Investment Management first reported a position in IAU in Q2 2021 and has held it in 20 quarters since. The position peaked at $85M in Q2 2021. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • F.L. Putnam Investment Management held 146,251 shares of iShares Gold Trust worth $12.9M as of Q1 2026.
  • F.L. Putnam Investment Management bought 15,393 iShares Gold Trust shares in Q1 2026, an estimated $1.41M.
  • iShares Gold Trust made up 0.19% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #103 holding.
  • F.L. Putnam Investment Management first reported a position in iShares Gold Trust in Q2 2021 and has held it in 20 quarters since.
  • F.L. Putnam Investment Management's iShares Gold Trust position peaked at $85M in Q2 2021.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.