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 Q2	$3.49M	Sell	46,215 -228,896	-83%	-$19.4M	0.27%	25
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Parker Investment Management's IAU Position: Q2 2026 in Review

Parker Investment Management reduced its iShares Gold Trust (IAU) stake by 83% in Q2 2026, selling an estimated $19.4M and leaving 46,215 shares worth $3.49M. The position accounts for 0.27% of the portfolio, ranked #25.

Parker Investment Management first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $52.9M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Parker Investment Management held 46,215 shares of iShares Gold Trust worth $3.49M as of Q2 2026.
Parker Investment Management sold 228,896 iShares Gold Trust shares in Q2 2026, an estimated $19.4M.
iShares Gold Trust made up 0.27% of Parker Investment Management's portfolio in Q2 2026, its #25 holding.
Parker Investment Management first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
Parker Investment Management's iShares Gold Trust position peaked at $52.9M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Parker Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.