Pekin Hardy Strauss’s iShares Gold Trust IAU Stock Holding History

Pekin Hardy Strauss’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	$9.24M	Sell	104,816 -1,750	-2%	-$161K	0.97%	18
2025 Q4	$8.65M	Buy	106,566 +10,810	+11%	+$845K	0.8%	26
2025 Q3	$6.97M	Sell	95,756 -900	-0.9%	-$58.7K	0.7%	37
2025 Q2	$6.03M	Buy	96,656 +1,463	+2%	+$90.7K	0.69%	39
2025 Q1	$5.61M	Buy	95,193 +200	+0.2%	+$10.8K	0.68%	40
2024 Q4	$4.7M	Sell	94,993 -3,150	-3%	-$158K	0.6%	50
2024 Q3	$4.88M	Buy	98,143 +445	+0.5%	+$20.8K	0.62%	48
2024 Q2	$4.29M	Sell	97,698 -500	-0.5%	-$22.1K	0.59%	49
2024 Q1	$4.13M	Sell	98,198 -2,500	-2%	-$98K	0.56%	52
2023 Q4	$3.93M	Sell	100,698 -1,150	-1%	-$43K	0.55%	54
2023 Q3	$3.56M	Sell	101,848 -3,671	-3%	-$134K	0.56%	55
2023 Q2	$3.84M	Sell	105,519 -142	-0.1%	-$5.32K	0.42%	53
2023 Q1	$3.95M	Hold	105,661	–	–	0.53%	54
2022 Q4	$3.65M	Sell	105,661 -22,762	-18%	-$747K	0.5%	55
2022 Q3	$4.05M	Buy	128,423 +100	+0.1%	+$3.28K	0.65%	47
2022 Q2	$4.4M	Sell	128,323 -4,400	-3%	-$157K	0.62%	45
2022 Q1	$4.89M	Buy	132,723 +525	+0.4%	+$18.8K	0.61%	39
2021 Q4	$4.6M	Buy	132,198 +115	+0.1%	+$3.93K	0.62%	41
2021 Q3	$4.41M	Sell	132,083 -683	-0.5%	-$23.3K	0.63%	39
2021 Q2	$4.48M	Sell	132,766 -4,248	-3%	-$147K	0.62%	44
2021 Q1	$4.46M	Buy	137,014 +220	+0.2%	+$7.52K	0.7%	37
2020 Q4	$4.96M	Buy	136,794 +1,610	+1%	+$57.6K	0.86%	30
2020 Q3	$4.86M	Hold	135,184	–	–	0.99%	29
2020 Q2	$4.59M	Buy	135,184 +1,402	+1%	+$45.9K	1.01%	29
2020 Q1	$4.03M	Buy	133,782 +66,143	+98%	+$2M	0.91%	29
2019 Q4	$1.96M	Sell	67,639 -4,515	-6%	-$128K	0.32%	70
2019 Q3	$2.04M	Buy	72,154 +6,731	+10%	+$190K	0.4%	63
2019 Q2	$1.77M	Buy	65,423 +5,264	+9%	+$132K	0.35%	64
2019 Q1	$1.49M	Sell	60,159 -1,000	-2%	-$25K	0.12%	73
2018 Q4	$1.5M	Buy	61,159 +3,945	+7%	+$92.9K	0.26%	71
2018 Q3	$1.31M	Buy	57,214 +8,370	+17%	+$194K	0.23%	84
2018 Q2	$1.17M	Buy	48,844 +6,377	+15%	+$160K	0.22%	85
2018 Q1	$1.08M	Buy	42,467 +6,705	+19%	+$171K	0.2%	89
2017 Q4	$895K	Buy	35,762 +4,833	+16%	+$119K	0.16%	98
2017 Q3	$761K	Buy	30,929 +17,325	+127%	+$426K	0.14%	104
2017 Q2	$325K	Buy	13,604 +357	+3%	+$8.64K	0.05%	138
2017 Q1	$318K	Buy	13,247 +172	+1%	+$4.04K	0.06%	136
2016 Q4	$290K	Hold	13,075	–	–	0.03%	137
2016 Q3	$332K	Hold	13,075	–	–	0.06%	120
2016 Q2	$334K	Sell	13,075 -75	-0.6%	-$1.82K	0.07%	117
2016 Q1	$312K	Hold	13,150	–	–	0.07%	118
2015 Q4	$269K	Hold	13,150	–	–	0.06%	135
2015 Q3	$284K	Hold	13,150	–	–	0.06%	123
2015 Q2	$298K	Hold	13,150	–	–	0.06%	121
2015 Q1	$301K	Hold	13,150	–	–	0.06%	116
2014 Q4	$301K	Sell	13,150 -1,000	-7%	-$23.2K	0.04%	192
2014 Q3	$331K	Hold	14,150	–	–	0.06%	100
2014 Q2	$365K	Hold	14,150	–	–	0.06%	94
2014 Q1	$352K	Hold	14,150	–	–	0.06%	92
2013 Q4	$331K	Hold	14,150	–	–	0.05%	96
2013 Q3	$365K	Hold	14,150	–	–	0.06%	90
2013 Q2	$339K	Buy	+14,150	New	+$390K	0.06%	93

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Pekin Hardy Strauss's IAU Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its iShares Gold Trust (IAU) stake by 1.6% in Q1 2026, selling an estimated $161K and leaving 104,816 shares worth $9.24M. The position accounts for 0.97% of the portfolio, ranked #18.

Pekin Hardy Strauss first reported a position in IAU in Q2 2013 and has held it in 52 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Pekin Hardy Strauss held 104,816 shares of iShares Gold Trust worth $9.24M as of Q1 2026.
Pekin Hardy Strauss sold 1,750 iShares Gold Trust shares in Q1 2026, an estimated $161K.
iShares Gold Trust made up 0.97% of Pekin Hardy Strauss's portfolio in Q1 2026, its #18 holding.
Pekin Hardy Strauss first reported a position in iShares Gold Trust in Q2 2013 and has held it in 52 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.