Patton Fund Management
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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
Q3 		$8.75M Buy
112,043
+7,093
+7% +$569K 2.25% 11
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

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Patton Fund Management's IAU Position: Q3 2026 in Review

Patton Fund Management increased its iShares Gold Trust (IAU) stake by 6.8% in Q3 2026, buying an estimated $569K and bringing the position to 112,043 shares worth $8.75M. The position accounts for 2.25% of the portfolio, ranked #11.

Patton Fund Management first reported a position in IAU in Q2 2020 and has held it in 26 quarters since. The position peaked at $9.03M in Q4 2025. 542 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Patton Fund Management held 112,043 shares of iShares Gold Trust worth $8.75M as of Q3 2026.
  • Patton Fund Management bought 7,093 iShares Gold Trust shares in Q3 2026, an estimated $569K.
  • iShares Gold Trust made up 2.25% of Patton Fund Management's portfolio in Q3 2026, its #11 holding.
  • Patton Fund Management first reported a position in iShares Gold Trust in Q2 2020 and has held it in 26 quarters since.
  • Patton Fund Management's iShares Gold Trust position peaked at $9.03M in Q4 2025.
  • 542 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Patton Fund Management's 13F filing for Q3 2026, filed 13 Oct 2026.