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Peapack-Gladstone Financial Corp’s iShares Gold Trust IAU Stock Holding History

Peapack-Gladstone Financial Corp’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 		$438K Sell
5,805
-15
-0.3% -$1.27K 0.01% 529
2026
Q1 		$513K Sell
5,820
-38
-0.6% -$3.49K 0.01% 493
2025
Q4 		$475K Sell
5,858
-4,781
-45% -$374K 0.01% 506
2025
Q3 		$774K Buy
10,639
+1,514
+17% +$98.8K 0.01% 429
2025
Q2 		$569K Sell
9,125
-687
-7% -$42.6K 0.01% 461
2025
Q1 		$579K Buy
9,812
+506
+5% +$27.4K 0.01% 457
2024
Q4 		$461K Sell
9,306
-68
-0.7% -$3.42K 0.01% 493
2024
Q3 		$466K Buy
9,374
+50
+0.5% +$2.34K 0.01% 500
2024
Q2 		$410K Hold
9,324
– – 0.01% 505
2024
Q1 		$392K Buy
9,324
+150
+2% +$5.88K 0.01% 523
2023
Q4 		$358K Hold
9,174
– – 0.01% 539
2023
Q3 		$321K Sell
9,174
-44
-0.5% -$1.61K 0.01% 549
2023
Q2 		$335K Sell
9,218
-27
-0.3% -$1.01K 0.01% 547
2023
Q1 		$345K Buy
9,245
+27
+0.3% +$969 0.01% 539
2022
Q4 		$319K Sell
9,218
-225
-2% -$7.39K 0.01% 531
2022
Q3 		$298K Sell
9,443
-323
-3% -$10.6K 0.01% 545
2022
Q2 		$335K Sell
9,766
-200
-2% -$7.12K 0.01% 497
2022
Q1 		$367K Sell
9,966
-226
-2% -$8.07K 0.01% 527
2021
Q4 		$355K Buy
10,192
+3,679
+56% +$126K 0.01% 532
2021
Q3 		$218K Buy
+6,513
New +$222K ﹤0.01% 612
2019
Q1 		– Sell
-5,050
Closed -$124K – 344
2018
Q4 		$124K Sell
5,050
-3,200
-39% -$75.3K 0.01% 326
2018
Q3 		$189K Buy
+8,250
New +$192K 0.01% 342

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

Peapack-Gladstone Financial Corp's IAU Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp reduced its iShares Gold Trust (IAU) stake by 0.26% in Q2 2026, selling an estimated $1.27K and leaving 5,805 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #529.

Peapack-Gladstone Financial Corp first reported a position in IAU in Q3 2018 and has held it in 22 quarters since. The position peaked at $774K in Q3 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 5,805 shares of iShares Gold Trust worth $438K as of Q2 2026.
  • Peapack-Gladstone Financial Corp sold 15 iShares Gold Trust shares in Q2 2026, an estimated $1.27K.
  • iShares Gold Trust made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #529 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares Gold Trust in Q3 2018 and has held it in 22 quarters since.
  • Peapack-Gladstone Financial Corp's iShares Gold Trust position peaked at $774K in Q3 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.