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PAX Financial Group’s iShares Gold Trust IAU Stock Holding History

PAX Financial 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
Q1 		$2.92M Sell
33,102
-32,755
-50% -$3M 0.5% 52
2025
Q4 		$5.35M Buy
65,857
+11,244
+21% +$879K 0.92% 28
2025
Q3 		$3.97M Buy
54,613
+10,659
+24% +$695K 0.72% 40
2025
Q2 		$2.74M Sell
43,954
-2,746
-6% -$170K 0.52% 52
2025
Q1 		$2.75M Buy
46,700
+25,980
+125% +$1.41M 0.49% 55
2024
Q4 		$1.03M Buy
+20,720
New +$1.04M 0.18% 103

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PAX Financial Group's IAU Position: Q1 2026 in Review

PAX Financial Group reduced its iShares Gold Trust (IAU) stake by 50% in Q1 2026, selling an estimated $3M and leaving 33,102 shares worth $2.92M. The position accounts for 0.5% of the portfolio, ranked #52.

PAX Financial Group first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.35M in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • PAX Financial Group held 33,102 shares of iShares Gold Trust worth $2.92M as of Q1 2026.
  • PAX Financial Group sold 32,755 iShares Gold Trust shares in Q1 2026, an estimated $3M.
  • iShares Gold Trust made up 0.5% of PAX Financial Group's portfolio in Q1 2026, its #52 holding.
  • PAX Financial Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • PAX Financial Group's iShares Gold Trust position peaked at $5.35M in Q4 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.