Parsons Capital Management’s iShares Gold Trust IAU Stock Holding History

Parsons Capital 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	$360K	Buy	4,089 +24	+0.6%	+$2.2K	0.02%	389
2025 Q4	$330K	Sell	4,065 -39	-1%	-$3.05K	0.02%	383
2025 Q3	$299K	Hold	4,104	–	–	0.02%	383
2025 Q2	$256K	Sell	4,104 -100	-2%	-$6.2K	0.02%	400
2025 Q1	$248K	Hold	4,204	–	–	0.01%	393
2024 Q4	$208K	Hold	4,204	–	–	0.01%	426
2024 Q3	$209K	Buy	+4,204	New	+$197K	0.01%	426
2015 Q2	–	Sell	-1,108	Closed	-$25K	–	418
2015 Q1	$25K	Buy	+1,108	New	+$26.1K	﹤0.01%	559
2014 Q4	–	Sell	-22,375	Closed	-$523K	–	352
2014 Q3	$523K	Sell	22,375 -503	-2%	-$12.5K	0.07%	217
2014 Q2	$590K	Sell	22,878 -100	-0.4%	-$2.5K	0.08%	215
2014 Q1	$572K	Sell	22,978 -175	-0.8%	-$4.39K	0.08%	214
2013 Q4	$541K	Sell	23,153 -7,922	-25%	-$196K	0.08%	208
2013 Q3	$801K	Sell	31,075 -418	-1%	-$10.8K	0.13%	168
2013 Q2	$755K	Buy	+31,493	New	+$867K	0.13%	166

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Parsons Capital Management's IAU Position: Q1 2026 in Review

Parsons Capital Management increased its iShares Gold Trust (IAU) stake by 0.59% in Q1 2026, buying an estimated $2.2K and bringing the position to 4,089 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #389.

Parsons Capital Management first reported a position in IAU in Q2 2013 and has held it in 14 quarters since. The position peaked at $801K in Q3 2013. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Parsons Capital Management held 4,089 shares of iShares Gold Trust worth $360K as of Q1 2026.
Parsons Capital Management bought 24 iShares Gold Trust shares in Q1 2026, an estimated $2.2K.
iShares Gold Trust made up 0.02% of Parsons Capital Management's portfolio in Q1 2026, its #389 holding.
Parsons Capital Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 14 quarters since.
Parsons Capital Management's iShares Gold Trust position peaked at $801K in Q3 2013.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.