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HM Payson & Co’s iShares Gold Trust IAU Stock Holding History

HM Payson & Co’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 		$57.5K Hold
761
– – ﹤0.01% 678
2026
Q1 		$67.1K Hold
761
– – ﹤0.01% 634
2025
Q4 		$61.8K Hold
761
– – ﹤0.01% 654
2025
Q3 		$55.4K Hold
761
– – ﹤0.01% 667
2025
Q2 		$47.5K Hold
761
– – ﹤0.01% 657
2025
Q1 		$44.9K Sell
761
-375
-33% -$20.3K ﹤0.01% 662
2024
Q4 		$56.2K Buy
1,136
+375
+49% +$18.8K ﹤0.01% 624
2024
Q3 		$37.8K Hold
761
– – ﹤0.01% 675
2024
Q2 		$33.4K Sell
761
-43
-5% -$1.9K ﹤0.01% 667
2024
Q1 		$33.8K Buy
804
+43
+6% +$1.69K ﹤0.01% 666
2023
Q4 		$29.7K Hold
761
– – ﹤0.01% 675
2023
Q3 		$26.6K Sell
761
-5
-0.7% -$182 ﹤0.01% 692
2023
Q2 		$27.9K Hold
766
– – ﹤0.01% 673
2023
Q1 		$28.6K Hold
766
– – ﹤0.01% 661
2022
Q4 		$26.5K Hold
766
– – ﹤0.01% 643
2022
Q3 		$24K Sell
766
-325
-30% -$10.7K ﹤0.01% 670
2022
Q2 		$37K Sell
1,091
-341
-24% -$12.1K ﹤0.01% 627
2022
Q1 		$53K Buy
1,432
+666
+87% +$23.8K ﹤0.01% 590
2021
Q4 		$27K Sell
766
-1,289
-63% -$44.1K ﹤0.01% 711
2021
Q3 		$69K Buy
2,055
+1,107
+117% +$37.7K ﹤0.01% 539
2021
Q2 		$32K Buy
948
+62
+7% +$2.14K ﹤0.01% 666
2021
Q1 		$29K Sell
886
-820
-48% -$28K ﹤0.01% 695
2020
Q4 		$62K Buy
1,706
+945
+124% +$33.8K ﹤0.01% 562
2020
Q3 		$27K Hold
761
– – ﹤0.01% 684
2020
Q2 		$26K Buy
761
+350
+85% +$11.5K ﹤0.01% 630
2020
Q1 		$12K Hold
411
– – ﹤0.01% 714
2019
Q4 		$12K Hold
411
– – ﹤0.01% 789
2019
Q3 		$12K Hold
411
– – ﹤0.01% 797
2019
Q2 		$11K Buy
+411
New +$10.3K ﹤0.01% 808

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 22.96% 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

HM Payson & Co's IAU Position: Q2 2026 in Review

HM Payson & Co held its iShares Gold Trust (IAU) position steady in Q2 2026 at 761 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

HM Payson & Co first reported a position in IAU in Q2 2019 and has held it in 29 quarters since. The position peaked at $69K in Q3 2021. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • HM Payson & Co held 761 shares of iShares Gold Trust worth $57.5K as of Q2 2026.
  • HM Payson & Co left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #678 holding.
  • HM Payson & Co first reported a position in iShares Gold Trust in Q2 2019 and has held it in 29 quarters since.
  • HM Payson & Co's iShares Gold Trust position peaked at $69K in Q3 2021.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.