Petra Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Petra Financial 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 Q2	$708K	Sell	9,372 -15,387	-62%	-$1.31M	0.33%	78
2026 Q1	$2.18M	Sell	24,759 -90	-0.4%	-$8.26K	1.35%	13
2025 Q4	$2.02M	Sell	24,849 -389	-2%	-$30.4K	1.18%	14
2025 Q3	$1.84M	Buy	25,238 +249	+1%	+$16.2K	1.07%	22
2025 Q2	$1.56M	Buy	24,989 +10,262	+70%	+$636K	0.99%	23
2025 Q1	$868K	Buy	14,727 +4,964	+51%	+$269K	0.71%	34
2024 Q4	$483K	Sell	9,763 -13,628	-58%	-$685K	0.33%	84
2024 Q3	$1.16M	Buy	23,391 +12,785	+121%	+$598K	0.77%	38
2024 Q2	$466K	Hold	10,606	–	–	0.34%	81
2024 Q1	$446K	Buy	10,606 +3	+0%	+$118	0.33%	82
2023 Q4	$414K	Hold	10,603	–	–	0.35%	78
2023 Q3	$371K	Hold	10,603	–	–	0.31%	86
2023 Q2	$386K	Hold	10,603	–	–	0.34%	78
2023 Q1	$396K	Hold	10,603	–	–	0.39%	49
2022 Q4	$367K	Buy	+10,603	New	+$348K	0.4%	63

Other funds holding IAU

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

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

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

BIAS

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

Petra Financial Advisors's IAU Position: Q2 2026 in Review

Petra Financial Advisors reduced its iShares Gold Trust (IAU) stake by 62% in Q2 2026, selling an estimated $1.31M and leaving 9,372 shares worth $708K. The position accounts for 0.33% of the portfolio, ranked #78.

Petra Financial Advisors first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.18M in Q1 2026. 915 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Petra Financial Advisors held 9,372 shares of iShares Gold Trust worth $708K as of Q2 2026.
Petra Financial Advisors sold 15,387 iShares Gold Trust shares in Q2 2026, an estimated $1.31M.
iShares Gold Trust made up 0.33% of Petra Financial Advisors's portfolio in Q2 2026, its #78 holding.
Petra Financial Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
Petra Financial Advisors's iShares Gold Trust position peaked at $2.18M in Q1 2026.
915 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.