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Park Avenue Securities’s iShares Gold Trust IAU Stock Holding History

Park Avenue Securities’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 		$45.8M Buy
606,122
+21,685
+4% +$1.84M 0.29% 57
2026
Q1 		$51.5M Sell
584,437
-968,472
-62% -$88.8M 0.4% 44
2025
Q4 		$126M Sell
1,552,909
-38,073
-2% -$2.98M 1.07% 16
2025
Q3 		$116M Buy
1,590,982
+577,647
+57% +$37.7M 0.9% 20
2025
Q2 		$63.2M Sell
1,013,335
-361,632
-26% -$22.4M 0.58% 31
2025
Q1 		$81.1M Buy
1,374,967
+692,113
+101% +$37.4M 1% 16
2024
Q4 		$33.8M Buy
682,854
+672,568
+6,539% +$33.8M 0.35% 45
2024
Q3 		$511K Buy
10,286
+1,459
+17% +$68.3K 0.01% 955
2024
Q2 		$388K Buy
8,827
+3,439
+64% +$152K ﹤0.01% 1081
2024
Q1 		$226K Sell
5,388
-326
-6% -$12.8K ﹤0.01% 1281
2023
Q4 		$223K Buy
+5,714
New +$214K ﹤0.01% 1245
2023
Q1 		– Sell
-6,579
Closed -$228K – 909
2022
Q4 		$228K Sell
6,579
-427
-6% -$14K ﹤0.01% 1094
2022
Q3 		$221K Buy
+7,006
New +$230K ﹤0.01% 1029

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

Park Avenue Securities's IAU Position: Q2 2026 in Review

Park Avenue Securities increased its iShares Gold Trust (IAU) stake by 3.7% in Q2 2026, buying an estimated $1.84M and bringing the position to 606,122 shares worth $45.8M. The position accounts for 0.29% of the portfolio, ranked #57.

Park Avenue Securities first reported a position in IAU in Q3 2022 and has held it in 13 quarters since. The position peaked at $126M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Park Avenue Securities held 606,122 shares of iShares Gold Trust worth $45.8M as of Q2 2026.
  • Park Avenue Securities bought 21,685 iShares Gold Trust shares in Q2 2026, an estimated $1.84M.
  • iShares Gold Trust made up 0.29% of Park Avenue Securities's portfolio in Q2 2026, its #57 holding.
  • Park Avenue Securities first reported a position in iShares Gold Trust in Q3 2022 and has held it in 13 quarters since.
  • Park Avenue Securities's iShares Gold Trust position peaked at $126M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.