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Parkside Financial Bank & Trust’s iShares Gold Trust IAU Stock Holding History

Parkside Financial Bank & Trust’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 		$4.08M Buy
46,325
+14,586
+46% +$1.34M 0.31% 53
2025
Q4 		$2.58M Sell
31,739
-10,000
-24% -$782K 0.19% 85
2025
Q3 		$3.04M Buy
41,739
+12,517
+43% +$817K 0.23% 65
2025
Q2 		$1.82M Buy
29,222
+1,161
+4% +$71.9K 0.2% 98
2025
Q1 		$1.65M Buy
28,061
+22,842
+438% +$1.24M 0.21% 91
2024
Q4 		$258K Buy
5,219
+1,467
+39% +$73.7K 0.03% 333
2024
Q3 		$186K Buy
3,752
+447
+14% +$20.9K 0.03% 381
2024
Q2 		$145K Buy
+3,305
New +$146K 0.02% 423
2024
Q1 		– Sell
-400
Closed -$15.6K – 2057
2023
Q4 		$15.6K Buy
+400
New +$15K ﹤0.01% 1043
2019
Q3 		– Sell
-1,125
Closed -$30K – 1599
2019
Q2 		$30K Hold
1,125
– – 0.01% 523
2019
Q1 		$28K Hold
1,125
– – 0.01% 510
2018
Q4 		$28K Hold
1,125
– – 0.01% 485
2018
Q3 		$26K Hold
1,125
– – 0.01% 517
2018
Q2 		$27K Hold
1,125
– – 0.01% 500
2018
Q1 		$29K Hold
1,125
– – 0.01% 468
2017
Q4 		$28K Hold
1,125
– – 0.01% 470
2017
Q3 		$28K Hold
1,125
– – 0.01% 460
2017
Q2 		$27K Hold
1,125
– – 0.01% 460
2017
Q1 		$27K Hold
1,125
– – 0.01% 443
2016
Q4 		$25K Sell
1,125
-2,622
-70% -$61.5K 0.01% 491
2016
Q3 		$95K Buy
3,747
+2,622
+233% +$67.5K 0.04% 242
2016
Q2 		$29K Hold
1,125
– – 0.01% 458
2016
Q1 		$27K Hold
1,125
– – 0.01% 456
2015
Q4 		$23K Hold
1,125
– – 0.01% 482
2015
Q3 		$24K Buy
+1,125
New +$24.4K 0.01% 446

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Parkside Financial Bank & Trust's IAU Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its iShares Gold Trust (IAU) stake by 46% in Q1 2026, buying an estimated $1.34M and bringing the position to 46,325 shares worth $4.08M. The position accounts for 0.31% of the portfolio, ranked #53.

Parkside Financial Bank & Trust first reported a position in IAU in Q3 2015 and has held it in 25 quarters since. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Parkside Financial Bank & Trust held 46,325 shares of iShares Gold Trust worth $4.08M as of Q1 2026.
  • Parkside Financial Bank & Trust bought 14,586 iShares Gold Trust shares in Q1 2026, an estimated $1.34M.
  • iShares Gold Trust made up 0.31% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #53 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares Gold Trust in Q3 2015 and has held it in 25 quarters since.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.