Park Edge Advisors
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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
Q3 		$4.14M Sell
52,955
-2,004
-4% -$161K 0.87% 19
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Park Edge Advisors's IAU Position: Q3 2026 in Review

Park Edge Advisors reduced its iShares Gold Trust (IAU) stake by 3.6% in Q3 2026, selling an estimated $161K and leaving 52,955 shares worth $4.14M. The position accounts for 0.87% of the portfolio, ranked #19.

Park Edge Advisors first reported a position in IAU in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.02M in Q3 2025. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Park Edge Advisors held 52,955 shares of iShares Gold Trust worth $4.14M as of Q3 2026.
  • Park Edge Advisors sold 2,004 iShares Gold Trust shares in Q3 2026, an estimated $161K.
  • iShares Gold Trust made up 0.87% of Park Edge Advisors's portfolio in Q3 2026, its #19 holding.
  • Park Edge Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 7 quarters since.
  • Park Edge Advisors's iShares Gold Trust position peaked at $6.02M in Q3 2025.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.