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Pachira Investments’s iShares Gold Trust IAU Stock Holding History

Pachira Investments’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 		$1.42M Buy
18,853
+5,273
+39% +$448K 0.54% 34
2026
Q1 		$1.2M Buy
13,580
+7,742
+133% +$710K 0.56% 34
2025
Q4 		$474K Buy
+5,838
New +$457K 0.23% 51

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pachira Investments's IAU Position: Q2 2026 in Review

Pachira Investments increased its iShares Gold Trust (IAU) stake by 39% in Q2 2026, buying an estimated $448K and bringing the position to 18,853 shares worth $1.42M. The position accounts for 0.54% of the portfolio, ranked #34.

Pachira Investments first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. 597 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Pachira Investments held 18,853 shares of iShares Gold Trust worth $1.42M as of Q2 2026.
  • Pachira Investments bought 5,273 iShares Gold Trust shares in Q2 2026, an estimated $448K.
  • iShares Gold Trust made up 0.54% of Pachira Investments's portfolio in Q2 2026, its #34 holding.
  • Pachira Investments first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • 597 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.