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

Pettinga 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 		$3.84M Buy
50,912
+789
+2% +$67K 0.62% 38
2026
Q1 		$4.42M Sell
50,123
-74,655
-60% -$6.85M 0.83% 29
2025
Q4 		$10.1M Sell
124,778
-5,717
-4% -$447K 1.92% 17
2025
Q3 		$9.5M Buy
130,495
+38,103
+41% +$2.49M 1.85% 17
2025
Q2 		$5.76M Sell
92,392
-3,458
-4% -$214K 1.26% 24
2025
Q1 		$5.65M Buy
95,850
+37,395
+64% +$2.02M 1.33% 26
2024
Q4 		$2.89M Buy
58,455
+52,955
+963% +$2.66M 0.65% 35
2024
Q3 		$273K Sell
5,500
-575
-9% -$26.9K 0.06% 104
2024
Q2 		$267K Sell
6,075
-4,150
-41% -$183K 0.07% 109
2024
Q1 		$430K Buy
10,225
+245
+2% +$9.6K 0.11% 83
2023
Q4 		$390K Sell
9,980
-14,141
-59% -$529K 0.1% 88
2023
Q3 		$844K Buy
24,121
+13,746
+132% +$502K 0.26% 49
2023
Q2 		$378K Sell
10,375
-2,630
-20% -$98.6K 0.11% 73
2023
Q1 		$486K Sell
13,005
-8,815
-40% -$316K 0.15% 62
2022
Q4 		$755K Sell
21,820
-380
-2% -$12.5K 0.25% 52
2022
Q3 		$700K Sell
22,200
-921
-4% -$30.2K 0.24% 55
2022
Q2 		$793K Sell
23,121
-1,950
-8% -$69.4K 0.24% 53
2022
Q1 		$923K Sell
25,071
-927
-4% -$33.1K 0.23% 58
2021
Q4 		$905K Sell
25,998
-920
-3% -$31.4K 0.22% 62
2021
Q3 		$899K Sell
26,918
-3,278
-11% -$112K 0.23% 56
2021
Q2 		$1.02M Sell
30,196
-1,387
-4% -$47.9K 0.27% 50
2021
Q1 		$1.03M Sell
31,583
-12,998
-29% -$444K 0.3% 48
2020
Q4 		$1.62M Buy
44,581
+3,501
+9% +$125K 0.58% 33
2020
Q3 		$1.48M Sell
41,080
-8,170
-17% -$298K 0.63% 32
2020
Q2 		$1.67M Buy
49,250
+435
+0.9% +$14.3K 0.81% 29
2020
Q1 		$1.47M Buy
48,815
+16,475
+51% +$498K 0.99% 22
2019
Q4 		$938K Buy
32,340
+1,875
+6% +$53.2K 0.5% 38
2019
Q3 		$859K Sell
30,465
-375
-1% -$10.6K 0.46% 41
2019
Q2 		$833K Buy
30,840
+6,050
+24% +$152K 0.43% 39
2019
Q1 		$614K Buy
24,790
+2,775
+13% +$69.3K 0.33% 46
2018
Q4 		$541K Buy
+22,015
New +$518K 0.36% 45

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

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

Pettinga Financial Advisors increased its iShares Gold Trust (IAU) stake by 1.6% in Q2 2026, buying an estimated $67K and bringing the position to 50,912 shares worth $3.84M. The position accounts for 0.62% of the portfolio, ranked #38.

Pettinga Financial Advisors first reported a position in IAU in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.1M in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Pettinga Financial Advisors held 50,912 shares of iShares Gold Trust worth $3.84M as of Q2 2026.
  • Pettinga Financial Advisors bought 789 iShares Gold Trust shares in Q2 2026, an estimated $67K.
  • iShares Gold Trust made up 0.62% of Pettinga Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Pettinga Financial Advisors first reported a position in iShares Gold Trust in Q4 2018 and has held it in 31 quarters since.
  • Pettinga Financial Advisors's iShares Gold Trust position peaked at $10.1M in Q4 2025.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.