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Patriot Investment Management Group’s iShares Gold Trust IAU Stock Holding History

Patriot Investment Management 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 		$2.96M Sell
39,188
-7,581
-16% -$644K 0.17% 56
2026
Q1 		$4.12M Hold
46,769
– – 0.26% 46
2025
Q4 		$3.8M Sell
46,769
-5,070
-10% -$397K 0.24% 48
2025
Q3 		$3.77M Sell
51,839
-9,358
-15% -$610K 0.25% 49
2025
Q2 		$3.82M Hold
61,197
– – 0.26% 50
2025
Q1 		$3.61M Hold
61,197
– – 0.27% 45
2024
Q4 		$3.03M Sell
61,197
-5,532
-8% -$278K 0.23% 50
2024
Q3 		$3.32M Hold
66,729
– – 0.24% 49
2024
Q2 		$2.93M Hold
66,729
– – 0.23% 50
2024
Q1 		$2.8M Sell
66,729
-1,673
-2% -$65.6K 0.22% 51
2023
Q4 		$2.67M Hold
68,402
– – 0.23% 51
2023
Q3 		$2.39M Hold
68,402
– – 0.22% 55
2023
Q2 		$2.49M Hold
68,402
– – 0.21% 60
2023
Q1 		$2.56M Hold
68,402
– – 0.23% 56
2022
Q4 		$2.5M Sell
68,402
-286
-0.4% -$9.39K 0.22% 57
2022
Q3 		$2.17M Sell
68,688
-177
-0.3% -$5.8K 0.22% 62
2022
Q2 		$2.36M Sell
68,865
-4,911
-7% -$175K 0.23% 60
2022
Q1 		$2.72M Buy
73,776
+546
+0.7% +$19.5K 0.24% 51
2021
Q4 		$2.55M Hold
73,230
– – 0.22% 57
2021
Q3 		$2.45M Hold
73,230
– – 0.22% 52
2021
Q2 		$2.47M Hold
73,230
– – 0.23% 55
2021
Q1 		$2.38M Buy
73,230
+8,291
+13% +$283K 0.24% 55
2020
Q4 		$2.35M Buy
64,939
+6,662
+11% +$238K 0.36% 38
2020
Q3 		$2.1M Sell
58,277
-920
-2% -$33.6K 0.25% 56
2020
Q2 		$2.01M Sell
59,197
-10,440
-15% -$342K 0.25% 54
2020
Q1 		$2.1M Buy
69,637
+126
+0.2% +$3.81K 0.32% 51
2019
Q4 		$2.02M Buy
+69,511
New +$1.97M 0.26% 55

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

Patriot Investment Management Group's IAU Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares Gold Trust (IAU) stake by 16% in Q2 2026, selling an estimated $644K and leaving 39,188 shares worth $2.96M. The position accounts for 0.17% of the portfolio, ranked #56.

Patriot Investment Management Group first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.12M in Q1 2026. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Patriot Investment Management Group held 39,188 shares of iShares Gold Trust worth $2.96M as of Q2 2026.
  • Patriot Investment Management Group sold 7,581 iShares Gold Trust shares in Q2 2026, an estimated $644K.
  • iShares Gold Trust made up 0.17% of Patriot Investment Management Group's portfolio in Q2 2026, its #56 holding.
  • Patriot Investment Management Group first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Patriot Investment Management Group's iShares Gold Trust position peaked at $4.12M in Q1 2026.
  • 1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.