Pacifica Partners’s iShares Gold Trust IAU Stock Holding History

Pacifica Partners’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	$56.5K	Hold	729	–	–	0.02%	187
2026 Q1	$64.3K	Hold	729	–	–	0.02%	185
2025 Q4	$59.5K	Hold	729	–	–	0.03%	177
2025 Q3	$53.1K	Hold	729	–	–	0.02%	194
2025 Q2	$44.9K	Hold	729	–	–	0.02%	203
2025 Q1	$42.7K	Hold	729	–	–	0.02%	202
2024 Q4	$36.6K	Hold	729	–	–	0.02%	222
2024 Q3	$36.2K	Sell	729 -67	-8%	-$3.14K	0.02%	236
2024 Q2	$35.5K	Buy	+796	New	+$35.2K	0.02%	243
2021 Q4	–	Sell	-1,090	Closed	-$36K	–	493
2021 Q3	$36K	Buy	+1,090	New	+$37.1K	0.03%	178

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pacifica Partners's IAU Position: Q2 2026 in Review

Pacifica Partners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 729 shares worth $56.5K. The position accounts for 0.02% of the portfolio, ranked #187.

Pacifica Partners first reported a position in IAU in Q3 2021 and has held it in 10 quarters since. The position peaked at $64.3K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Pacifica Partners held 729 shares of iShares Gold Trust worth $56.5K as of Q2 2026.
Pacifica Partners left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.02% of Pacifica Partners's portfolio in Q2 2026, its #187 holding.
Pacifica Partners first reported a position in iShares Gold Trust in Q3 2021 and has held it in 10 quarters since.
Pacifica Partners's iShares Gold Trust position peaked at $64.3K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.