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Patton Fund Management’s iShares Gold Trust IAU Stock Holding History

Patton Fund 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
Q2 		$7.92M Buy
104,950
+10,292
+11% +$874K 1.71% 10
2026
Q1 		$8.35M Sell
94,658
-16,531
-15% -$1.52M 1.42% 11
2025
Q4 		$9.03M Sell
111,189
-7,139
-6% -$558K 1.21% 11
2025
Q3 		$8.61M Buy
118,328
+3,505
+3% +$229K 1.55% 11
2025
Q2 		$7.16M Sell
114,823
-11,733
-9% -$727K 1.57% 10
2025
Q1 		$7.46M Sell
126,556
-11,592
-8% -$627K 1.81% 9
2024
Q4 		$6.84M Sell
138,148
-4,916
-3% -$247K 1.34% 16
2024
Q3 		$7.11M Sell
143,064
-2,810
-2% -$132K 1.47% 9
2024
Q2 		$6.41M Sell
145,874
-8,119
-5% -$359K 1.35% 14
2024
Q1 		$6.47M Buy
153,993
+5,791
+4% +$227K 1.17% 22
2023
Q4 		$5.78M Sell
148,202
-1,393
-0.9% -$52.1K 1.28% 21
2023
Q3 		$5.23M Buy
149,595
+10,447
+8% +$381K 1.42% 11
2023
Q2 		$5.06M Buy
139,148
+2,681
+2% +$101K 1.48% 10
2023
Q1 		$5.1M Buy
136,467
+6,189
+5% +$222K 1.46% 11
2022
Q4 		$4.51M Sell
130,278
-2,019
-2% -$66.3K 1.32% 11
2022
Q3 		$4.17M Buy
132,297
+8,623
+7% +$283K 1.69% 10
2022
Q2 		$4.24M Buy
123,674
+12,331
+11% +$439K 1.59% 10
2022
Q1 		$4.1M Buy
111,343
+8,320
+8% +$297K 1.12% 18
2021
Q4 		$3.59M Sell
103,023
-6,522
-6% -$223K 1.09% 25
2021
Q3 		$3.66M Buy
109,545
+46,063
+73% +$1.57M 1.39% 11
2021
Q2 		$2.14M Buy
63,482
+18,955
+43% +$655K 1.13% 13
2021
Q1 		$1.45M Buy
44,527
+15,169
+52% +$518K 0.77% 35
2020
Q4 		$1.06M Buy
29,358
+10,800
+58% +$387K 0.54% 70
2020
Q3 		$668K Buy
18,558
+3,358
+22% +$123K 0.36% 72
2020
Q2 		$516K Buy
+15,200
New +$498K 0.3% 71

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Patton Fund Management's IAU Position: Q2 2026 in Review

Patton Fund Management increased its iShares Gold Trust (IAU) stake by 11% in Q2 2026, buying an estimated $874K and bringing the position to 104,950 shares worth $7.92M. The position accounts for 1.71% of the portfolio, ranked #10.

Patton Fund Management first reported a position in IAU in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.03M in Q4 2025. 455 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Patton Fund Management held 104,950 shares of iShares Gold Trust worth $7.92M as of Q2 2026.
  • Patton Fund Management bought 10,292 iShares Gold Trust shares in Q2 2026, an estimated $874K.
  • iShares Gold Trust made up 1.71% of Patton Fund Management's portfolio in Q2 2026, its #10 holding.
  • Patton Fund Management first reported a position in iShares Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • Patton Fund Management's iShares Gold Trust position peaked at $9.03M in Q4 2025.
  • 455 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.