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Pennsylvania State University’s iShares Gold Trust IAU Stock Holding History

Pennsylvania State University’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
Q3 		$123M Hold
1,574,099
– – 48.85% 1
2026
Q2 		$119M Hold
1,574,099
– – 47.82% 1
2026
Q1 		$139M Sell
1,574,099
-157,233
-9% -$14.4M 72.54% 1
2025
Q4 		$141M Buy
+1,731,332
New +$135M 72.84% 1

Other funds holding IAU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Pennsylvania State University's IAU Position: Q3 2026 in Review

Pennsylvania State University held its iShares Gold Trust (IAU) position steady in Q3 2026 at 1,574,099 shares worth $123M. The position accounts for 48.85% of the portfolio, ranked #1.

Pennsylvania State University first reported a position in IAU in Q4 2025 and has held it in 4 quarters since. The position peaked at $141M in Q4 2025. 16 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Pennsylvania State University held 1,574,099 shares of iShares Gold Trust worth $123M as of Q3 2026.
  • Pennsylvania State University left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 48.85% of Pennsylvania State University's portfolio in Q3 2026, its #1 holding.
  • Pennsylvania State University first reported a position in iShares Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Pennsylvania State University's iShares Gold Trust position peaked at $141M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Pennsylvania State University's 13F filing for Q3 2026, filed 2 Oct 2026.