Park Edge Advisors’s iShares Gold Trust IAU Stock Holding History

Park Edge 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	$4.15M	Sell	54,959 -628	-1%	-$53.3K	0.87%	17
2026 Q1	$4.9M	Sell	55,587 -11,752	-17%	-$1.08M	1.13%	13
2025 Q4	$5.47M	Sell	67,339 -15,394	-19%	-$1.2M	1.24%	10
2025 Q3	$6.02M	Buy	82,733 +27,066	+49%	+$1.77M	1.39%	12
2025 Q2	$3.47M	Sell	55,667 -9,662	-15%	-$599K	0.89%	18
2025 Q1	$3.85M	Buy	+65,329	New	+$3.53M	1.07%	9

Other funds holding IAU

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Park Edge Advisors's IAU Position: Q2 2026 in Review

Park Edge Advisors reduced its iShares Gold Trust (IAU) stake by 1.1% in Q2 2026, selling an estimated $53.3K and leaving 54,959 shares worth $4.15M. The position accounts for 0.87% of the portfolio, ranked #17.

Park Edge Advisors first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.02M in Q3 2025. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Park Edge Advisors held 54,959 shares of iShares Gold Trust worth $4.15M as of Q2 2026.
Park Edge Advisors sold 628 iShares Gold Trust shares in Q2 2026, an estimated $53.3K.
iShares Gold Trust made up 0.87% of Park Edge Advisors's portfolio in Q2 2026, its #17 holding.
Park Edge Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
Park Edge Advisors's iShares Gold Trust position peaked at $6.02M in Q3 2025.
348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.