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Parker Investment Management’s iShares Gold Trust IAU Stock Holding History

Parker Investment Management’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
Q1 		$24.3M Sell
275,111
-376,239
-58% -$34.5M 3.68% 10
2025
Q4 		$52.9M Sell
651,350
-46,037
-7% -$3.6M 7.49% 5
2025
Q3 		$50.7M Buy
697,387
+594,506
+578% +$38.8M 6.06% 10
2025
Q2 		$6.42M Sell
102,881
-575,510
-85% -$35.7M 0.9% 20
2025
Q1 		$40M Buy
678,391
+672,535
+11,485% +$36.4M 7.1% 6
2024
Q4 		$290K Sell
5,856
-518,279
-99% -$26M 0.05% 29
2024
Q3 		$26M Buy
+524,135
New +$24.5M 4.13% 10

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Parker Investment Management's IAU Position: Q1 2026 in Review

Parker Investment Management reduced its iShares Gold Trust (IAU) stake by 58% in Q1 2026, selling an estimated $34.5M and leaving 275,111 shares worth $24.3M. The position accounts for 3.68% of the portfolio, ranked #10.

Parker Investment Management first reported a position in IAU in Q3 2024 and has held it in 7 quarters since. The position peaked at $52.9M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Parker Investment Management held 275,111 shares of iShares Gold Trust worth $24.3M as of Q1 2026.
  • Parker Investment Management sold 376,239 iShares Gold Trust shares in Q1 2026, an estimated $34.5M.
  • iShares Gold Trust made up 3.68% of Parker Investment Management's portfolio in Q1 2026, its #10 holding.
  • Parker Investment Management first reported a position in iShares Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • Parker Investment Management's iShares Gold Trust position peaked at $52.9M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Parker Investment Management's 13F filing for Q1 2026, filed 13 May 2026.