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P.J. Schmidt Investment Management (PJS)’s iShares Gold Trust IAU Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$715K Buy
9,475
+1,263
+15% +$107K 0.11% 99
2026
Q1 		$724K Sell
8,212
-1,150
-12% -$105K 0.12% 94
2025
Q4 		$760K Buy
9,362
+106
+1% +$8.29K 0.12% 87
2025
Q3 		$674K Buy
9,256
+1,361
+17% +$88.8K 0.11% 94
2025
Q2 		$492K Buy
7,895
+1,234
+19% +$76.5K 0.09% 121
2025
Q1 		$393K Buy
6,661
+804
+14% +$43.5K 0.07% 131
2024
Q4 		$290K Buy
5,857
+941
+19% +$47.3K 0.05% 154
2024
Q3 		$244K Sell
4,916
-135
-3% -$6.32K 0.04% 174
2024
Q2 		$222K Buy
+5,051
New +$223K 0.04% 171
2022
Q3 		– Sell
-6,485
Closed -$215K – 173
2022
Q2 		$215K Sell
6,485
-1,100
-15% -$39.1K 0.05% 163
2022
Q1 		$273K Buy
+7,585
New +$271K 0.06% 154
2021
Q3 		– Sell
-7,920
Closed -$272K – 175
2021
Q2 		$272K Sell
7,920
-2,488
-24% -$86K 0.05% 153
2021
Q1 		$352K Buy
10,408
+900
+9% +$30.8K 0.07% 132
2020
Q4 		$334K Buy
9,508
+4,488
+89% +$161K 0.08% 130
2020
Q3 		$183K Buy
+5,020
New +$183K 0.04% 145

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

P.J. Schmidt Investment Management (PJS)'s IAU Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its iShares Gold Trust (IAU) stake by 15% in Q2 2026, buying an estimated $107K and bringing the position to 9,475 shares worth $715K. The position accounts for 0.11% of the portfolio, ranked #99.

P.J. Schmidt Investment Management (PJS) first reported a position in IAU in Q3 2020 and has held it in 15 quarters since. The position peaked at $760K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 9,475 shares of iShares Gold Trust worth $715K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 1,263 iShares Gold Trust shares in Q2 2026, an estimated $107K.
  • iShares Gold Trust made up 0.11% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #99 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares Gold Trust in Q3 2020 and has held it in 15 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s iShares Gold Trust position peaked at $760K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.