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Parkside Investments’s iShares Gold Trust IAU Stock Holding History

Parkside Investments’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 		$11.5M Buy
151,885
+5,180
+4% +$440K 1.27% 24
2026
Q1 		$12.9M Buy
146,705
+9,707
+7% +$890K 1.57% 15
2025
Q4 		$11.1M Buy
136,998
+23,921
+21% +$1.87M 1.4% 20
2025
Q3 		$8.23M Buy
113,077
+4,861
+4% +$317K 1.03% 29
2025
Q2 		$6.75M Sell
108,216
-106,350
-50% -$6.59M 0.92% 38
2025
Q1 		$12.7M Sell
214,566
-7,971
-4% -$431K 1.86% 14
2024
Q4 		$11M Sell
222,537
-2,544
-1% -$128K 1.65% 20
2024
Q3 		$11.2M Sell
225,081
-27,560
-11% -$1.29M 1.69% 20
2024
Q2 		$11.1M Buy
252,641
+1,090
+0.4% +$48.2K 1.75% 14
2024
Q1 		$10.6M Sell
251,551
-31,717
-11% -$1.24M 1.68% 17
2023
Q4 		$11.1M Sell
283,268
-11,962
-4% -$448K 1.87% 15
2023
Q3 		$10.3M Buy
295,230
+1,885
+0.6% +$68.8K 1.9% 16
2023
Q2 		$10.7M Sell
293,345
-238,072
-45% -$8.92M 1.99% 14
2023
Q1 		$19.9M Sell
531,417
-1,596
-0.3% -$57.3K 3.74% 3
2022
Q4 		$18.4M Buy
533,013
+29,170
+6% +$958K 3.68% 4
2022
Q3 		$15.9M Buy
503,843
+848
+0.2% +$27.8K 3.41% 5
2022
Q2 		$17.3M Sell
502,995
-134,824
-21% -$4.8M 3.63% 4
2022
Q1 		$23.5M Sell
637,819
-88,838
-12% -$3.17M 4.6% 4
2021
Q4 		$25.3M Buy
726,657
+5,284
+0.7% +$181K 4.87% 4
2021
Q3 		$24.1M Sell
721,373
-6,235
-0.9% -$212K 5.05% 4
2021
Q2 		$24.5M Buy
727,608
+60,545
+9% +$2.09M 4.72% 4
2021
Q1 		$21.7M Buy
667,063
+24,550
+4% +$839K 4.51% 5
2020
Q4 		$23.3M Buy
642,513
+46,300
+8% +$1.66M 5.17% 4
2020
Q3 		$21.5M Buy
596,213
+42,188
+8% +$1.54M 5.64% 2
2020
Q2 		$18.8M Buy
554,025
+184,050
+50% +$6.03M 4.98% 3
2020
Q1 		$11.2M Buy
369,975
+354,975
+2,367% +$10.7M 3.68% 4
2019
Q4 		$435K Buy
+15,000
New +$425K 0.11% 93

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Parkside Investments's IAU Position: Q2 2026 in Review

Parkside Investments increased its iShares Gold Trust (IAU) stake by 3.5% in Q2 2026, buying an estimated $440K and bringing the position to 151,885 shares worth $11.5M. The position accounts for 1.27% of the portfolio, ranked #24.

Parkside Investments first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.3M in Q4 2021. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Parkside Investments held 151,885 shares of iShares Gold Trust worth $11.5M as of Q2 2026.
  • Parkside Investments bought 5,180 iShares Gold Trust shares in Q2 2026, an estimated $440K.
  • iShares Gold Trust made up 1.27% of Parkside Investments's portfolio in Q2 2026, its #24 holding.
  • Parkside Investments first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Parkside Investments's iShares Gold Trust position peaked at $25.3M in Q4 2021.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.