Palisades Hudson Asset Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.53M | Hold |
73,252
| – | – | 1.94% | 17 |
|
|
2026
Q1 | $6.46M | Sell |
73,252
-25,886
| -26% | -$2.37M | 2.52% | 11 |
|
|
2025
Q4 | $8.05M | Sell |
99,138
-11,975
| -11% | -$937K | 3.12% | 11 |
|
|
2025
Q3 | $8.09M | Hold |
111,113
| – | – | 2.93% | 11 |
|
|
2025
Q2 | $6.93M | Hold |
111,113
| – | – | 2.71% | 11 |
|
|
2025
Q1 | $6.55M | Hold |
111,113
| – | – | 2.97% | 11 |
|
|
2024
Q4 | $5.5M | Buy |
111,113
+11,382
| +11% | +$572K | 2.32% | 10 |
|
|
2024
Q3 | $4.96M | Hold |
99,731
| – | – | 2.09% | 13 |
|
|
2024
Q2 | $4.38M | Sell |
99,731
-2,365
| -2% | -$105K | 2.01% | 13 |
|
|
2024
Q1 | $4.29M | Hold |
102,096
| – | – | 1.95% | 13 |
|
|
2023
Q4 | $3.98M | Hold |
102,096
| – | – | 1.93% | 14 |
|
|
2023
Q3 | $3.57M | Sell |
102,096
-6,687
| -6% | -$244K | 1.96% | 14 |
|
|
2023
Q2 | $3.96M | Buy |
108,783
+4,384
| +4% | +$164K | 2.06% | 13 |
|
|
2023
Q1 | $3.9M | Hold |
104,399
| – | – | 2.09% | 13 |
|
|
2022
Q4 | $3.61M | Hold |
104,399
| – | – | 1.99% | 14 |
|
|
2022
Q3 | $3.29M | Hold |
104,399
| – | – | 1.99% | 15 |
|
|
2022
Q2 | $3.58M | Buy |
104,399
+844
| +0.8% | +$30K | 2.01% | 15 |
|
|
2022
Q1 | $3.81M | Hold |
103,555
| – | – | 1.78% | 15 |
|
|
2021
Q4 | $3.6M | Buy |
103,555
+1,459
| +1% | +$49.9K | 1.54% | 17 |
|
|
2021
Q3 | $3.41M | Hold |
102,096
| – | – | 1.56% | 16 |
|
|
2021
Q2 | $3.44M | Sell |
102,096
-1
| -0% | -$35 | 1.54% | 16 |
|
|
2021
Q1 | $3.32M | Buy |
+102,097
| New | +$3.49M | 1.58% | 15 |
|
|
2020
Q4 | – | Sell |
-102,097
| Closed | -$3.67M | – | 108 |
|
|
2020
Q3 | $3.67M | Hold |
102,097
| – | – | 2.37% | 13 |
|
|
2020
Q2 | $3.47M | Hold |
102,097
| – | – | 2.37% | 13 |
|
|
2020
Q1 | $3.08M | Hold |
102,097
| – | – | 2.61% | 11 |
|
|
2019
Q4 | $2.96M | Hold |
102,097
| – | – | 1.9% | 12 |
|
|
2019
Q3 | $2.88M | Hold |
102,097
| – | – | 2.01% | 10 |
|
|
2019
Q2 | $2.76M | Hold |
102,097
| – | – | 1.91% | 10 |
|
|
2019
Q1 | $2.53M | Hold |
102,097
| – | – | 1.63% | 15 |
|
|
2018
Q4 | $2.51M | Hold |
102,097
| – | – | 1.47% | 12 |
|
|
2018
Q3 | $2.33M | Hold |
102,097
| – | – | 1.2% | 13 |
|
|
2018
Q2 | $2.45M | Hold |
102,097
| – | – | 1.32% | 13 |
|
|
2018
Q1 | $2.6M | Hold |
102,097
| – | – | 1.42% | 12 |
|
|
2017
Q4 | $2.55M | Hold |
102,097
| – | – | 1.41% | 13 |
|
|
2017
Q3 | $2.51M | Hold |
102,097
| – | – | 1.43% | 12 |
|
|
2017
Q2 | $2.44M | Buy |
+102,097
| New | +$2.47M | 1.43% | 12 |
|
Other funds holding IAU
Palisades Hudson Asset Management's IAU Position: Q2 2026 in Review
Palisades Hudson Asset Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 73,252 shares worth $5.53M. The position accounts for 1.94% of the portfolio, ranked #17.
Palisades Hudson Asset Management first reported a position in IAU in Q2 2017 and has held it in 36 quarters since. The position peaked at $8.09M in Q3 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Palisades Hudson Asset Management held 73,252 shares of iShares Gold Trust worth $5.53M as of Q2 2026.
- Palisades Hudson Asset Management left its iShares Gold Trust share count unchanged in Q2 2026.
- iShares Gold Trust made up 1.94% of Palisades Hudson Asset Management's portfolio in Q2 2026, its #17 holding.
- Palisades Hudson Asset Management first reported a position in iShares Gold Trust in Q2 2017 and has held it in 36 quarters since.
- Palisades Hudson Asset Management's iShares Gold Trust position peaked at $8.09M in Q3 2025.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.