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Patten & Patten’s iShares Gold Trust IAU Stock Holding History

Patten & Patten’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 		$590K Sell
7,818
-757
-9% -$64.3K 0.03% 232
2026
Q1 		$756K Sell
8,575
-650
-7% -$59.6K 0.05% 207
2025
Q4 		$749K Sell
9,225
-500
-5% -$39.1K 0.04% 210
2025
Q3 		$708K Sell
9,725
-15
-0.2% -$979 0.04% 220
2025
Q2 		$607K Buy
9,740
+30
+0.3% +$1.86K 0.04% 212
2025
Q1 		$573K Hold
9,710
– – 0.04% 215
2024
Q4 		$481K Buy
9,710
+165
+2% +$8.29K 0.03% 223
2024
Q3 		$474K Buy
9,545
+532
+6% +$24.9K 0.03% 223
2024
Q2 		$396K Hold
9,013
– – 0.03% 231
2024
Q1 		$379K Sell
9,013
-66
-0.7% -$2.59K 0.03% 238
2023
Q4 		$354K Buy
9,079
+67
+0.7% +$2.51K 0.03% 223
2023
Q3 		$315K Sell
9,012
-84
-0.9% -$3.06K 0.03% 229
2023
Q2 		$331K Buy
9,096
+226
+3% +$8.47K 0.03% 227
2023
Q1 		$331K Sell
8,870
-226
-2% -$8.11K 0.03% 220
2022
Q4 		$315K Sell
9,096
-2,150
-19% -$70.6K 0.03% 222
2022
Q3 		$355K Buy
11,246
+2,255
+25% +$73.9K 0.03% 216
2022
Q2 		$308K Buy
+8,991
New +$320K 0.03% 227
2014
Q2 		– Sell
-9,700
Closed -$241K – 220
2014
Q1 		$241K Sell
9,700
-1,915
-16% -$48K 0.03% 241
2013
Q4 		$271K Sell
11,615
-2,210
-16% -$54.6K 0.04% 218
2013
Q3 		$356K Sell
13,825
-7,050
-34% -$182K 0.06% 187
2013
Q2 		$501K Buy
+20,875
New +$575K 0.08% 160

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

Patten & Patten's IAU Position: Q2 2026 in Review

Patten & Patten reduced its iShares Gold Trust (IAU) stake by 8.8% in Q2 2026, selling an estimated $64.3K and leaving 7,818 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #232.

Patten & Patten first reported a position in IAU in Q2 2013 and has held it in 21 quarters since. The position peaked at $756K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Patten & Patten held 7,818 shares of iShares Gold Trust worth $590K as of Q2 2026.
  • Patten & Patten sold 757 iShares Gold Trust shares in Q2 2026, an estimated $64.3K.
  • iShares Gold Trust made up 0.03% of Patten & Patten's portfolio in Q2 2026, its #232 holding.
  • Patten & Patten first reported a position in iShares Gold Trust in Q2 2013 and has held it in 21 quarters since.
  • Patten & Patten's iShares Gold Trust position peaked at $756K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.