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First Pacific Financial’s iShares Gold Trust IAU Stock Holding History

First Pacific Financial’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
Q3 		$198K Hold
2,531
– – 0.02% 193
2026
Q2 		$191K Hold
2,531
– – 0.02% 177
2026
Q1 		$223K Hold
2,531
– – 0.03% 163
2025
Q4 		$205K Hold
2,531
– – 0.03% 167
2025
Q3 		$184K Hold
2,531
– – 0.03% 169
2025
Q2 		$158K Sell
2,531
-156
-6% -$9.67K 0.02% 179
2025
Q1 		$158K Buy
2,687
+2
+0.1% +$108 0.03% 142
2024
Q4 		$133K Hold
2,685
– – 0.03% 155
2024
Q3 		$133K Hold
2,685
– – 0.03% 148
2024
Q2 		$118K Sell
2,685
-44
-2% -$1.94K 0.03% 135
2024
Q1 		$115K Sell
2,729
-321
-11% -$12.6K 0.03% 136
2023
Q4 		$119K Hold
3,050
– – 0.04% 130
2023
Q3 		$107K Sell
3,050
-1,015
-25% -$37K 0.05% 120
2023
Q2 		$148K Buy
+4,065
New +$152K 0.06% 110
2022
Q4 		– Sell
-7,732
Closed -$244K – 108
2022
Q3 		$244K Sell
7,732
-687
-8% -$22.5K 0.14% 99
2022
Q2 		$289K Sell
8,419
-1,416
-14% -$50.4K 0.14% 100
2022
Q1 		$362K Sell
9,835
-8,879
-47% -$317K 0.19% 84
2021
Q4 		$651K Sell
18,714
-8,976
-32% -$307K 0.31% 72
2021
Q3 		$925K Sell
27,690
-13,066
-32% -$445K 0.49% 29
2021
Q2 		$1.37M Buy
40,756
+991
+2% +$34.3K 0.76% 14
2021
Q1 		$1.29M Buy
39,765
+5,740
+17% +$196K 0.81% 14
2020
Q4 		$1.23M Buy
+34,025
New +$1.22M 0.75% 13

Other funds holding IAU

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

First Pacific Financial's IAU Position: Q3 2026 in Review

First Pacific Financial held its iShares Gold Trust (IAU) position steady in Q3 2026 at 2,531 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #193.

First Pacific Financial first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.37M in Q2 2021. 283 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • First Pacific Financial held 2,531 shares of iShares Gold Trust worth $198K as of Q3 2026.
  • First Pacific Financial left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.02% of First Pacific Financial's portfolio in Q3 2026, its #193 holding.
  • First Pacific Financial first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • First Pacific Financial's iShares Gold Trust position peaked at $1.37M in Q2 2021.
  • 283 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.