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Parcion Private Wealth’s iShares Gold Trust IAU Stock Holding History

Parcion Private Wealth’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 		$24.1M Sell
318,583
-10,212
-3% -$867K 1.34% 21
2026
Q1 		$29M Sell
328,795
-5,406
-2% -$496K 1.8% 13
2025
Q4 		$27.1M Sell
334,201
-2,640
-0.8% -$206K 1.65% 17
2025
Q3 		$24.5M Sell
336,841
-3,443
-1% -$225K 1.53% 16
2025
Q2 		$21.2M Sell
340,284
-2,049
-0.6% -$127K 1.52% 17
2025
Q1 		$20.2M Sell
342,333
-11,170
-3% -$604K 1.65% 16
2024
Q4 		$17.5M Sell
353,503
-6,560
-2% -$330K 1.34% 19
2024
Q3 		$17.9M Sell
360,063
-13,150
-4% -$616K 1.49% 15
2024
Q2 		$16.4M Sell
373,213
-26,484
-7% -$1.17M 1.5% 14
2024
Q1 		$16.8M Sell
399,697
-75,724
-16% -$2.97M 1.48% 13
2023
Q4 		$18.6M Sell
475,421
-386,522
-45% -$14.5M 1.7% 14
2023
Q3 		$30.2M Sell
861,943
-11,787
-1% -$430K 3.13% 8
2023
Q2 		$31.8M Sell
873,730
-14,730
-2% -$552K 3.21% 8
2023
Q1 		$33.2M Sell
888,460
-14,995
-2% -$538K 3.47% 7
2022
Q4 		$31.3M Sell
903,455
-95,891
-10% -$3.15M 3.39% 9
2022
Q3 		$31.5M Sell
999,346
-121,622
-11% -$3.99M 3.52% 6
2022
Q2 		$36.7M Sell
1,120,968
-153,299
-12% -$5.45M 3.62% 3
2022
Q1 		$46.9M Sell
1,274,267
-27,946
-2% -$998K 4.39% 3
2021
Q4 		$45M Sell
1,302,213
-180,640
-12% -$6.17M 4.06% 4
2021
Q3 		$49.9M Buy
1,482,853
+54,591
+4% +$1.86M 4.43% 4
2021
Q2 		$48.1M Sell
1,428,262
-15,844
-1% -$548K 4.82% 2
2021
Q1 		$47M Sell
1,444,106
-250,643
-15% -$8.57M 5.31% 2
2020
Q4 		$61.5M Buy
1,694,749
+7,701
+0.5% +$276K 8.13% 1
2020
Q3 		$61.2M Buy
1,687,048
+59,281
+4% +$2.16M 9.35% 1
2020
Q2 		$55.5M Buy
1,627,767
+198,782
+14% +$6.51M 9.4% 1
2020
Q1 		$43.1M Buy
1,428,985
+137,402
+11% +$4.15M 11.87% 1
2019
Q4 		$37.5M Buy
+1,291,583
New +$36.6M 8.18% 2

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Parcion Private Wealth's IAU Position: Q2 2026 in Review

Parcion Private Wealth reduced its iShares Gold Trust (IAU) stake by 3.1% in Q2 2026, selling an estimated $867K and leaving 318,583 shares worth $24.1M. The position accounts for 1.34% of the portfolio, ranked #21.

Parcion Private Wealth first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $61.5M in Q4 2020. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Parcion Private Wealth held 318,583 shares of iShares Gold Trust worth $24.1M as of Q2 2026.
  • Parcion Private Wealth sold 10,212 iShares Gold Trust shares in Q2 2026, an estimated $867K.
  • iShares Gold Trust made up 1.34% of Parcion Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Parcion Private Wealth first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Parcion Private Wealth's iShares Gold Trust position peaked at $61.5M in Q4 2020.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.