Packer & Co’s iShares Gold Trust IAU Stock Holding History

Packer & Co’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	–	Sell	-1,830,100	Closed	-$149M	–	11
2025 Q4	$149M	Sell	1,830,100 -320,000	-15%	-$25M	39.55%	1
2025 Q3	$156M	Buy	+2,150,100	New	+$140M	43.24%	1
2025 Q1	$139M	Sell	2,350,100 -1,235,000	-34%	-$66.8M	42.1%	1
2024 Q4	$177M	Hold	3,585,100	–	–	56.73%	1
2024 Q3	$178M	Hold	3,585,100	–	–	60.45%	1
2024 Q2	$157M	Hold	3,585,100	–	–	53.63%	1
2024 Q1	$151M	Hold	3,585,100	–	–	52.74%	1
2023 Q4	$140M	Hold	3,585,100	–	–	51.77%	1
2023 Q3	$125M	Buy	+3,585,100	New	+$131M	48.46%	1
2022 Q4	$162M	Hold	4,685,100	–	–	56.38%	1
2022 Q3	$161M	Hold	4,685,100	–	–	63.99%	1
2022 Q2	$161M	Hold	4,685,100	–	–	68.29%	1
2022 Q1	$173M	Buy	+4,685,100	New	+$167M	66.71%	1
2021 Q3	$157M	Buy	+4,685,100	New	+$160M	71.35%	1
2021 Q1	$152M	Buy	4,685,100 +575,000	+14%	+$19.6M	46.69%	1
2020 Q4	$149M	Hold	4,110,100	–	–	49.68%	1
2020 Q3	$148M	Buy	+4,110,100	New	+$150M	56.51%	1

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Packer & Co's IAU Position: Q1 2026 in Review

Packer & Co sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 1,830,100 shares — an estimated $149M sold.

Packer & Co first reported a position in IAU in Q3 2020 and held it in 17 quarters. The position peaked at $178M in Q3 2024. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Packer & Co reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
Packer & Co sold 1,830,100 iShares Gold Trust shares in Q1 2026, an estimated $149M.
Packer & Co first reported a position in iShares Gold Trust in Q3 2020 and held it in 17 quarters.
Packer & Co's iShares Gold Trust position peaked at $178M in Q3 2024.
1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Packer & Co's 13F filing for Q1 2026, filed 13 May 2026.