Patriot Financial Group Insurance Agency’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.48M | Sell |
72,628
-81,636
| -53% | -$6.93M | 0.56% | 44 |
|
|
2026
Q1 | $13.6M | Buy |
154,264
+73,831
| +92% | +$6.77M | 0.77% | 20 |
|
|
2025
Q4 | $6.53M | Sell |
80,433
-2,779
| -3% | -$217K | 0.78% | 26 |
|
|
2025
Q3 | $6.06M | Buy |
83,212
+4,684
| +6% | +$306K | 0.78% | 26 |
|
|
2025
Q2 | $4.9M | Buy |
78,528
+1,470
| +2% | +$91.1K | 0.56% | 40 |
|
|
2025
Q1 | $4.54M | Sell |
77,058
-1,456
| -2% | -$78.8K | 0.61% | 34 |
|
|
2024
Q4 | $3.89M | Buy |
78,514
+22,721
| +41% | +$1.14M | 0.52% | 46 |
|
|
2024
Q3 | $2.77M | Buy |
55,793
+3,543
| +7% | +$166K | 0.37% | 58 |
|
|
2024
Q2 | $2.3M | Buy |
52,250
+8,895
| +21% | +$393K | 0.34% | 65 |
|
|
2024
Q1 | $1.82M | Buy |
43,355
+6,846
| +19% | +$268K | 0.29% | 79 |
|
|
2023
Q4 | $1.42M | Buy |
36,509
+5,980
| +20% | +$224K | 0.27% | 86 |
|
|
2023
Q3 | $1.07M | Buy |
30,529
+4,409
| +17% | +$161K | 0.22% | 116 |
|
|
2023
Q2 | $951K | Buy |
26,120
+16,160
| +162% | +$606K | 0.18% | 136 |
|
|
2023
Q1 | $372K | Buy |
9,960
+3,806
| +62% | +$137K | 0.08% | 279 |
|
|
2022
Q4 | $213K | Sell |
6,154
-477
| -7% | -$15.7K | 0.03% | 384 |
|
|
2022
Q3 | $209K | Sell |
6,631
-2,052
| -24% | -$67.2K | 0.05% | 359 |
|
|
2022
Q2 | $298K | Buy |
8,683
+412
| +5% | +$14.7K | 0.06% | 303 |
|
|
2022
Q1 | $305K | Sell |
8,271
-4,258
| -34% | -$152K | 0.05% | 323 |
|
|
2021
Q4 | $436K | Sell |
12,529
-4,066
| -25% | -$139K | 0.07% | 272 |
|
|
2021
Q3 | $554K | Buy |
16,595
+813
| +5% | +$27.7K | 0.1% | 212 |
|
|
2021
Q2 | $532K | Buy |
15,782
+374
| +2% | +$12.9K | 0.1% | 215 |
|
|
2021
Q1 | $501K | Buy |
15,408
+1,008
| +7% | +$34.4K | 0.11% | 188 |
|
|
2020
Q4 | $522K | Buy |
14,400
+8,250
| +134% | +$295K | 0.13% | 172 |
|
|
2020
Q3 | $221K | Hold |
6,150
| – | – | 0.07% | 251 |
|
|
2020
Q2 | $209K | Buy |
6,150
+875
| +17% | +$28.7K | 0.08% | 229 |
|
|
2020
Q1 | $159K | Buy |
5,275
+2,475
| +88% | +$74.8K | 0.07% | 249 |
|
|
2019
Q4 | $81K | Buy |
2,800
+2,650
| +1,767% | +$75.2K | 0.03% | 378 |
|
|
2019
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 982 |
|
|
2019
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 987 |
|
|
2019
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 894 |
|
|
2018
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 759 |
|
|
2018
Q3 | $3K | Buy |
+150
| New | +$3.49K | ﹤0.01% | 814 |
|
|
2017
Q4 | – | Sell |
-175
| Closed | -$4K | – | 949 |
|
|
2017
Q3 | $4K | Hold |
175
| – | – | ﹤0.01% | 734 |
|
|
2017
Q2 | $4K | Hold |
175
| – | – | ﹤0.01% | 715 |
|
|
2017
Q1 | $4K | Hold |
175
| – | – | ﹤0.01% | 664 |
|
|
2016
Q4 | $4K | Buy |
+175
| New | +$4.1K | 0.01% | 596 |
|
Other funds holding IAU
WI
Patriot Financial Group Insurance Agency's IAU Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its iShares Gold Trust (IAU) stake by 53% in Q2 2026, selling an estimated $6.93M and leaving 72,628 shares worth $5.48M. The position accounts for 0.56% of the portfolio, ranked #44.
Patriot Financial Group Insurance Agency first reported a position in IAU in Q4 2016 and has held it in 36 quarters since. The position peaked at $13.6M in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Patriot Financial Group Insurance Agency held 72,628 shares of iShares Gold Trust worth $5.48M as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 81,636 iShares Gold Trust shares in Q2 2026, an estimated $6.93M.
- iShares Gold Trust made up 0.56% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #44 holding.
- Patriot Financial Group Insurance Agency first reported a position in iShares Gold Trust in Q4 2016 and has held it in 36 quarters since.
- Patriot Financial Group Insurance Agency's iShares Gold Trust position peaked at $13.6M in Q1 2026.
- 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.