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J. R. Prunier Capital Management LLC’s iShares Gold Trust IAU Stock Holding History

J. R. Prunier Capital Management LLC’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 		$1.72M Buy
19,505
+150
+0.8% +$13.8K 0.73% 21
2025
Q4 		$1.57M Buy
+19,355
New +$1.51M 0.65% 23

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

J. R. Prunier Capital Management LLC's IAU Position: Q1 2026 in Review

J. R. Prunier Capital Management LLC increased its iShares Gold Trust (IAU) stake by 0.77% in Q1 2026, buying an estimated $13.8K and bringing the position to 19,505 shares worth $1.72M. The position accounts for 0.73% of the portfolio, ranked #21.

J. R. Prunier Capital Management LLC first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. 1,965 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • J. R. Prunier Capital Management LLC held 19,505 shares of iShares Gold Trust worth $1.72M as of Q1 2026.
  • J. R. Prunier Capital Management LLC bought 150 iShares Gold Trust shares in Q1 2026, an estimated $13.8K.
  • iShares Gold Trust made up 0.73% of J. R. Prunier Capital Management LLC's portfolio in Q1 2026, its #21 holding.
  • J. R. Prunier Capital Management LLC first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,965 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on J. R. Prunier Capital Management LLC's 13F filing for Q1 2026, filed 15 Jun 2026.