PA
IAU icon

Parallel Advisors’s iShares Gold Trust IAU Stock Holding History

Parallel 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
Q2 		$4.95M Sell
65,576
-1,534
-2% -$130K 0.08% 180
2026
Q1 		$5.92M Buy
67,110
+5,202
+8% +$477K 0.11% 142
2025
Q4 		$5.03M Buy
61,908
+5,482
+10% +$429K 0.09% 159
2025
Q3 		$4.11M Buy
56,426
+2,095
+4% +$137K 0.08% 176
2025
Q2 		$3.39M Buy
54,331
+758
+1% +$47K 0.07% 195
2025
Q1 		$3.15M Sell
53,573
-12,759
-19% -$690K 0.07% 191
2024
Q4 		$3.28M Sell
66,332
-3,449
-5% -$173K 0.07% 192
2024
Q3 		$3.47M Buy
69,781
+512
+0.7% +$24K 0.08% 188
2024
Q2 		$3.04M Buy
69,269
+300
+0.4% +$13.3K 0.08% 187
2024
Q1 		$2.9M Sell
68,969
-1,490
-2% -$58.4K 0.08% 186
2023
Q4 		$2.75M Sell
70,459
-14,598
-17% -$546K 0.08% 173
2023
Q3 		$2.98M Sell
85,057
-43,837
-34% -$1.6M 0.1% 163
2023
Q2 		$4.69M Sell
128,894
-742
-0.6% -$27.8K 0.15% 119
2023
Q1 		$4.84M Buy
129,636
+1,267
+1% +$45.5K 0.16% 116
2022
Q4 		$4.44M Buy
128,369
+28,203
+28% +$926K 0.19% 83
2022
Q3 		$3.16M Buy
100,166
+65,309
+187% +$2.14M 0.15% 104
2022
Q2 		$1.2M Buy
34,857
+6,756
+24% +$240K 0.05% 214
2022
Q1 		$1.03M Sell
28,101
-249
-0.9% -$8.9K 0.04% 261
2021
Q4 		$987K Sell
28,350
-1,319
-4% -$45.1K 0.04% 276
2021
Q3 		$991K Buy
29,669
+535
+2% +$18.2K 0.04% 259
2021
Q2 		$982K Sell
29,134
-2,027
-7% -$70.1K 0.04% 257
2021
Q1 		$1.01M Buy
31,161
+515
+2% +$17.6K 0.05% 230
2020
Q4 		$1.11M Buy
30,646
+16,061
+110% +$575K 0.06% 197
2020
Q3 		$525K Buy
14,585
+3,421
+31% +$125K 0.03% 292
2020
Q2 		$379K Sell
11,164
-6,319
-36% -$207K 0.02% 364
2020
Q1 		$526K Buy
17,483
+219
+1% +$6.62K 0.04% 234
2019
Q4 		$501K Buy
17,264
+5,122
+42% +$145K 0.04% 289
2019
Q3 		$342K Buy
12,142
+10,203
+526% +$288K 0.03% 351
2019
Q2 		$52K Buy
1,939
+1,088
+128% +$27.3K 0.01% 885
2019
Q1 		$21K Sell
851
-304
-26% -$7.59K ﹤0.01% 1187
2018
Q4 		$28K Buy
1,155
+306
+36% +$7.2K ﹤0.01% 944
2018
Q3 		$19K Buy
849
+315
+59% +$7.32K ﹤0.01% 1164
2018
Q2 		$12K Hold
534
– – ﹤0.01% 1264
2018
Q1 		$14K Hold
534
– – ﹤0.01% 1136
2017
Q4 		$13K Hold
534
– – ﹤0.01% 1194
2017
Q3 		$13K Sell
534
-3,077
-85% -$75.7K ﹤0.01% 1179
2017
Q2 		$88K Sell
3,611
-2,026
-36% -$49K 0.02% 511
2017
Q1 		$134K Sell
5,637
-683
-11% -$16K 0.03% 375
2016
Q4 		$140K Buy
+6,320
New +$148K 0.03% 319

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Parallel Advisors's IAU Position: Q2 2026 in Review

Parallel Advisors reduced its iShares Gold Trust (IAU) stake by 2.3% in Q2 2026, selling an estimated $130K and leaving 65,576 shares worth $4.95M. The position accounts for 0.08% of the portfolio, ranked #180.

Parallel Advisors first reported a position in IAU in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.92M in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Parallel Advisors held 65,576 shares of iShares Gold Trust worth $4.95M as of Q2 2026.
  • Parallel Advisors sold 1,534 iShares Gold Trust shares in Q2 2026, an estimated $130K.
  • iShares Gold Trust made up 0.08% of Parallel Advisors's portfolio in Q2 2026, its #180 holding.
  • Parallel Advisors first reported a position in iShares Gold Trust in Q4 2016 and has held it in 39 quarters since.
  • Parallel Advisors's iShares Gold Trust position peaked at $5.92M in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.