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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
Q2 		$758K Sell
10,035
-27
-0.3% -$2.29K 0.24% 51
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 $1.55T 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

Pennington Partners & Co's IAU Position: Q2 2026 in Review

Pennington Partners & Co reduced its iShares Gold Trust (IAU) stake by 0.27% in Q2 2026, selling an estimated $2.29K and leaving 10,035 shares worth $758K. The position accounts for 0.24% of the portfolio, ranked #51.

Pennington Partners & Co first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $887K in Q1 2026. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Pennington Partners & Co held 10,035 shares of iShares Gold Trust worth $758K as of Q2 2026.
  • Pennington Partners & Co sold 27 iShares Gold Trust shares in Q2 2026, an estimated $2.29K.
  • iShares Gold Trust made up 0.24% of Pennington Partners & Co's portfolio in Q2 2026, its #51 holding.
  • Pennington Partners & Co first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Pennington Partners & Co's iShares Gold Trust position peaked at $887K in Q1 2026.
  • 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Pennington Partners & Co's 13F filing for Q2 2026, filed 14 Aug 2026.