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Pallas Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Pallas Capital Advisors’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 		$719K Sell
8,157
-57
-0.7% -$5.23K 0.03% 410
2025
Q4 		$667K Buy
8,214
+3,363
+69% +$263K 0.02% 459
2025
Q3 		$353K Buy
4,851
+7
+0.1% +$457 0.01% 625
2025
Q2 		$302K Sell
4,844
-242
-5% -$15K 0.01% 651
2025
Q1 		$300K Buy
5,086
+301
+6% +$16.3K 0.01% 591
2024
Q4 		$237K Buy
4,785
+50
+1% +$2.51K 0.01% 522
2024
Q3 		$245K Hold
4,735
– – 0.01% 522
2024
Q2 		$219K Buy
+4,735
New +$209K 0.01% 474

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pallas Capital Advisors's IAU Position: Q1 2026 in Review

Pallas Capital Advisors reduced its iShares Gold Trust (IAU) stake by 0.69% in Q1 2026, selling an estimated $5.23K and leaving 8,157 shares worth $719K. The position accounts for 0.03% of the portfolio, ranked #410.

Pallas Capital Advisors first reported a position in IAU in Q2 2024 and has held it in 8 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Pallas Capital Advisors held 8,157 shares of iShares Gold Trust worth $719K as of Q1 2026.
  • Pallas Capital Advisors sold 57 iShares Gold Trust shares in Q1 2026, an estimated $5.23K.
  • iShares Gold Trust made up 0.03% of Pallas Capital Advisors's portfolio in Q1 2026, its #410 holding.
  • Pallas Capital Advisors first reported a position in iShares Gold Trust in Q2 2024 and has held it in 8 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.