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Partners Capital Investment Group’s iShares Gold Trust IAU Stock Holding History

Partners Capital Investment Group’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 		$30M Sell
397,825
-8,601
-2% -$730K 1.06% 21
2026
Q1 		$35.8M Buy
406,426
+30,033
+8% +$2.75M 1.35% 20
2025
Q4 		$30.6M Buy
376,393
+26,460
+8% +$2.07M 1.14% 20
2025
Q3 		$25.5M Hold
349,933
– – 1.01% 20
2025
Q2 		$21.8M Buy
349,933
+82,876
+31% +$5.14M 0.87% 23
2025
Q1 		$15.7M Buy
267,057
+224,969
+535% +$12.2M 0.27% 48
2024
Q4 		$2.08M Sell
42,088
-224,969
-84% -$11.3M 0.06% 95
2024
Q3 		$13.3M Hold
267,057
– – 0.21% 52
2024
Q2 		$11.7M Buy
267,057
+224,969
+535% +$9.94M 0.2% 55
2024
Q1 		$1.77M Sell
42,088
-229,571
-85% -$9M 0.05% 111
2023
Q4 		$10.6M Sell
271,659
-83,005
-23% -$3.11M 0.23% 71
2023
Q3 		$12.4M Sell
354,664
-28,305
-7% -$1.03M 0.3% 54
2023
Q2 		$13.9M Buy
382,969
+340,881
+810% +$12.8M 0.3% 53
2023
Q1 		$1.57M Sell
42,088
-612,571
-94% -$22M 0.07% 95
2022
Q4 		$22.6M Sell
654,659
-109,809
-14% -$3.61M 1.09% 20
2022
Q3 		$24.1M Sell
764,468
-250,972
-25% -$8.22M 1.43% 14
2022
Q2 		$34.8M Buy
1,015,440
+42,088
+4% +$1.5M 2.35% 9
2022
Q1 		$35.8M Sell
973,352
-284,884
-23% -$10.2M 1.76% 16
2021
Q4 		$43.8M Sell
1,258,236
-268,786
-18% -$9.19M 2.03% 12
2021
Q3 		$51M Buy
1,527,022
+82,715
+6% +$2.82M 2.34% 10
2021
Q2 		$48.7M Sell
1,444,307
-248,150
-15% -$8.58M 2.17% 10
2021
Q1 		$55M Buy
1,692,457
+33,881
+2% +$1.16M 2.41% 8
2020
Q4 		$60.1M Sell
1,658,576
-295,279
-15% -$10.6M 3.44% 2
2020
Q3 		$70.3M Buy
1,953,855
+129,906
+7% +$4.74M 4.33% 3
2020
Q2 		$62M Buy
1,823,949
+59,793
+3% +$1.96M 3.05% 5
2020
Q1 		$53.2M Buy
1,764,156
+142,566
+9% +$4.31M 3.63% 6
2019
Q4 		$47M Buy
1,621,590
+698,544
+76% +$19.8M 3.56% 9
2019
Q3 		$26M Buy
923,046
+93,858
+11% +$2.65M 2.26% 16
2019
Q2 		$22.4M Hold
829,188
– – 2.23% 15
2019
Q1 		$20.5M Hold
829,188
– – 2.02% 16
2018
Q4 		$20.4M Buy
829,188
+827,685
+55,069% +$19.5M 2.42% 17
2018
Q3 		$34K Hold
1,503
– – ﹤0.01% 84
2018
Q2 		$36K Buy
+1,503
New +$37.7K ﹤0.01% 80

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Partners Capital Investment Group's IAU Position: Q2 2026 in Review

Partners Capital Investment Group reduced its iShares Gold Trust (IAU) stake by 2.1% in Q2 2026, selling an estimated $730K and leaving 397,825 shares worth $30M. The position accounts for 1.06% of the portfolio, ranked #21.

Partners Capital Investment Group first reported a position in IAU in Q2 2018 and has held it in 33 quarters since. The position peaked at $70.3M in Q3 2020. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Partners Capital Investment Group held 397,825 shares of iShares Gold Trust worth $30M as of Q2 2026.
  • Partners Capital Investment Group sold 8,601 iShares Gold Trust shares in Q2 2026, an estimated $730K.
  • iShares Gold Trust made up 1.06% of Partners Capital Investment Group's portfolio in Q2 2026, its #21 holding.
  • Partners Capital Investment Group first reported a position in iShares Gold Trust in Q2 2018 and has held it in 33 quarters since.
  • Partners Capital Investment Group's iShares Gold Trust position peaked at $70.3M in Q3 2020.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.