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Perennial Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Perennial Investment Advisors’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 		$3.3M Sell
37,466
-26,674
-42% -$2.45M 0.26% 81
2025
Q4 		$5.21M Sell
64,140
-2,797
-4% -$219K 0.41% 51
2025
Q3 		$4.87M Buy
66,937
+5,768
+9% +$376K 0.4% 51
2025
Q2 		$3.81M Buy
61,169
+9,398
+18% +$582K 0.37% 56
2025
Q1 		$3.05M Buy
51,771
+24,800
+92% +$1.34M 0.34% 58
2024
Q4 		$1.34M Buy
26,971
+17,296
+179% +$869K 0.16% 113
2024
Q3 		$481K Hold
9,675
– – 0.06% 220
2024
Q2 		$425K Sell
9,675
-153
-2% -$6.76K 0.06% 219
2024
Q1 		$413K Sell
9,828
-8
-0.1% -$314 0.06% 206
2023
Q4 		$384K Hold
9,836
– – 0.06% 202
2023
Q3 		$344K Sell
9,836
-62
-0.6% -$2.26K 0.06% 216
2023
Q2 		$360K Sell
9,898
-345
-3% -$12.9K 0.06% 219
2023
Q1 		$383K Sell
10,243
-20,329
-66% -$730K 0.07% 206
2022
Q4 		$1.06M Sell
30,572
-15,474
-34% -$508K 0.43% 46
2022
Q3 		$1.45M Sell
46,046
-1,594
-3% -$52.2K 0.66% 34
2022
Q2 		$1.63M Buy
+47,640
New +$1.69M 0.64% 34
2022
Q1 		– Sell
-49,398
Closed -$1.72M – 229
2021
Q4 		$1.72M Sell
49,398
-6,382
-11% -$218K 0.54% 36
2021
Q3 		$1.86M Buy
55,780
+6,613
+13% +$225K 0.66% 29
2021
Q2 		$1.66M Sell
49,167
-1,491
-3% -$51.5K 0.6% 32
2021
Q1 		$1.65M Sell
50,658
-6,126
-11% -$209K 0.65% 32
2020
Q4 		$2.06M Sell
56,784
-32,332
-36% -$1.16M 0.88% 24
2020
Q3 		$3.21M Buy
89,116
+7,130
+9% +$260K 1.61% 12
2020
Q2 		$2.79M Buy
81,986
+42,007
+105% +$1.38M 1.89% 9
2020
Q1 		$1.21M Sell
39,979
-2,952
-7% -$89.2K 1.07% 22
2019
Q4 		$1.25M Buy
+42,931
New +$1.22M 0.98% 22

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

Perennial Investment Advisors's IAU Position: Q1 2026 in Review

Perennial Investment Advisors reduced its iShares Gold Trust (IAU) stake by 42% in Q1 2026, selling an estimated $2.45M and leaving 37,466 shares worth $3.3M. The position accounts for 0.26% of the portfolio, ranked #81.

Perennial Investment Advisors first reported a position in IAU in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.21M in Q4 2025. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Perennial Investment Advisors held 37,466 shares of iShares Gold Trust worth $3.3M as of Q1 2026.
  • Perennial Investment Advisors sold 26,674 iShares Gold Trust shares in Q1 2026, an estimated $2.45M.
  • iShares Gold Trust made up 0.26% of Perennial Investment Advisors's portfolio in Q1 2026, its #81 holding.
  • Perennial Investment Advisors first reported a position in iShares Gold Trust in Q4 2019 and has held it in 25 quarters since.
  • Perennial Investment Advisors's iShares Gold Trust position peaked at $5.21M in Q4 2025.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.