Perkins Coie Trust Company’s iShares Gold Trust IAU Stock Holding History

Perkins Coie Trust Company’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	$756K	Sell	10,014 -25,096	-71%	-$2.13M	0.13%	68
2026 Q1	$3.09M	Hold	35,110	–	–	0.6%	45
2025 Q4	$2.85M	Hold	35,110	–	–	0.53%	51
2025 Q3	$2.55M	Hold	35,110	–	–	0.48%	52
2025 Q2	$2.19M	Sell	35,110 -2,237	-6%	-$139K	0.37%	54
2025 Q1	$2.2M	Hold	37,347	–	–	0.5%	53
2024 Q4	$1.85M	Hold	37,347	–	–	0.41%	60
2024 Q3	$1.86M	Hold	37,347	–	–	0.41%	60
2024 Q2	$1.64M	Buy	37,347 +1,949	+6%	+$86.1K	0.38%	59
2024 Q1	$1.49M	Buy	35,398 +2,916	+9%	+$114K	0.35%	60
2023 Q4	$1.27M	Buy	32,482 +1,738	+6%	+$65K	0.32%	60
2023 Q3	$1.08M	Sell	30,744 -65	-0.2%	-$2.37K	0.3%	60
2023 Q2	$1.12M	Buy	30,809 +31	+0.1%	+$1.16K	0.32%	59
2023 Q1	$1.15M	Hold	30,778	–	–	0.34%	56
2022 Q4	$1.06M	Sell	30,778 -1,583	-5%	-$52K	0.34%	55
2022 Q3	$1.02M	Buy	32,361 +325	+1%	+$10.7K	0.39%	53
2022 Q2	$1.1M	Sell	32,036 -601	-2%	-$21.4K	0.4%	54
2022 Q1	$1.2M	Sell	32,637 -3,983	-11%	-$142K	0.37%	54
2021 Q4	$1.27M	Sell	36,620 -8,794	-19%	-$301K	0.37%	55
2021 Q3	$1.52M	Sell	45,414 -372	-0.8%	-$12.7K	0.47%	57
2021 Q2	$1.54M	Sell	45,786 -1	-0%	-$35	0.47%	57
2021 Q1	$1.49M	Buy	45,787 +1,164	+3%	+$39.8K	0.5%	57
2020 Q4	$1.62M	Buy	44,623 +775	+2%	+$27.7K	0.55%	54
2020 Q3	$1.58M	Hold	43,848	–	–	0.63%	53
2020 Q2	$1.49M	Hold	43,848	–	–	0.61%	55
2020 Q1	$1.32M	Sell	43,848 -20,028	-31%	-$605K	0.67%	53
2019 Q4	$1.85M	Hold	63,876	–	–	0.76%	52
2019 Q3	$1.8M	Hold	63,876	–	–	0.8%	51
2019 Q2	$1.73M	Sell	63,876 -531	-0.8%	-$13.3K	0.78%	51
2019 Q1	$1.59M	Hold	64,407	–	–	0.74%	52
2018 Q4	$1.58M	Hold	64,407	–	–	0.83%	50
2018 Q3	$1.47M	Hold	64,407	–	–	0.68%	55
2018 Q2	$1.55M	Buy	64,407 +3,873	+6%	+$97.1K	0.77%	49
2018 Q1	$1.54M	Hold	60,534	–	–	0.77%	50
2017 Q4	$1.51M	Sell	60,534 -100	-0.2%	-$2.45K	0.76%	50
2017 Q3	$1.49M	Hold	60,634	–	–	0.78%	50
2017 Q2	$1.45M	Hold	60,634	–	–	0.78%	50
2017 Q1	$1.46M	Sell	60,634 -864	-1%	-$20.3K	0.86%	45
2016 Q4	$1.36M	Hold	61,498	–	–	0.83%	50
2016 Q3	$1.56M	Buy	61,498 +13,801	+29%	+$355K	0.99%	41
2016 Q2	$1.22M	Hold	47,697	–	–	0.8%	49
2016 Q1	$1.13M	Hold	47,697	–	–	0.77%	51
2015 Q4	$976K	Hold	47,697	–	–	0.73%	50
2015 Q3	$1.03M	Hold	47,697	–	–	0.83%	47
2015 Q2	$1.08M	Buy	47,697 +11,407	+31%	+$263K	0.82%	49
2015 Q1	$831K	Buy	+36,290	New	+$855K	0.64%	54

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Perkins Coie Trust Company's IAU Position: Q2 2026 in Review

Perkins Coie Trust Company reduced its iShares Gold Trust (IAU) stake by 71% in Q2 2026, selling an estimated $2.13M and leaving 10,014 shares worth $756K. The position accounts for 0.13% of the portfolio, ranked #68.

Perkins Coie Trust Company first reported a position in IAU in Q1 2015 and has held it in 46 quarters since. The position peaked at $3.09M in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Perkins Coie Trust Company held 10,014 shares of iShares Gold Trust worth $756K as of Q2 2026.
Perkins Coie Trust Company sold 25,096 iShares Gold Trust shares in Q2 2026, an estimated $2.13M.
iShares Gold Trust made up 0.13% of Perkins Coie Trust Company's portfolio in Q2 2026, its #68 holding.
Perkins Coie Trust Company first reported a position in iShares Gold Trust in Q1 2015 and has held it in 46 quarters since.
Perkins Coie Trust Company's iShares Gold Trust position peaked at $3.09M in Q1 2026.
668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.