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Pennington Partners & Co’s iShares Gold Trust IAU Stock Holding History

Pennington Partners & Co’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 		$887K Hold
10,062
– – 0.3% 43
2025
Q4 		$817K Buy
10,062
+6,292
+167% +$492K 0.33% 38
2025
Q3 		$274K Hold
3,770
– – 0.13% 75
2025
Q2 		$235K Hold
3,770
– – 0.13% 75
2025
Q1 		$222K Buy
+3,770
New +$204K 0.13% 72

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

Pennington Partners & Co's IAU Position: Q1 2026 in Review

Pennington Partners & Co held its iShares Gold Trust (IAU) position steady in Q1 2026 at 10,062 shares worth $887K. The position accounts for 0.3% of the portfolio, ranked #43.

Pennington Partners & Co first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Pennington Partners & Co held 10,062 shares of iShares Gold Trust worth $887K as of Q1 2026.
  • Pennington Partners & Co left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.3% of Pennington Partners & Co's portfolio in Q1 2026, its #43 holding.
  • Pennington Partners & Co first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Pennington Partners & Co's 13F filing for Q1 2026, filed 14 May 2026.