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 Q3	$47.5K	Sell	605 -124	-17%	-$9.94K	0.01%	187
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

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Pacifica Partners's IAU Position: Q3 2026 in Review

Pacifica Partners reduced its iShares Gold Trust (IAU) stake by 17% in Q3 2026, selling an estimated $9.94K and leaving 605 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #187.

Pacifica Partners first reported a position in IAU in Q3 2021 and has held it in 11 quarters since. The position peaked at $64.3K in Q1 2026. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Pacifica Partners held 605 shares of iShares Gold Trust worth $47.5K as of Q3 2026.
Pacifica Partners sold 124 iShares Gold Trust shares in Q3 2026, an estimated $9.94K.
iShares Gold Trust made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #187 holding.
Pacifica Partners first reported a position in iShares Gold Trust in Q3 2021 and has held it in 11 quarters since.
Pacifica Partners's iShares Gold Trust position peaked at $64.3K in Q1 2026.
98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.