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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
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

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 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. 1,908 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.
  • 1,908 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.