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PFG Advisors’s iShares Gold Trust IAU Stock Holding History

PFG 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 		$2.39M Sell
31,654
-2,977
-9% -$253K 0.12% 210
2026
Q1 		$3.05M Buy
34,631
+425
+1% +$39K 0.15% 170
2025
Q4 		$2.78M Buy
34,206
+1,528
+5% +$119K 0.13% 177
2025
Q3 		$2.38M Sell
32,678
-1,399,691
-98% -$91.3M 0.1% 241
2025
Q2 		$149M Buy
1,432,369
+1,403,121
+4,797% +$86.9M 6.88% 3
2025
Q1 		$1.72M Buy
29,248
+108
+0.4% +$5.84K 0.1% 238
2024
Q4 		$1.44M Buy
29,140
+894
+3% +$44.9K 0.09% 242
2024
Q3 		$1.4M Buy
28,246
+6,347
+29% +$297K 0.09% 244
2024
Q2 		$962K Buy
21,899
+403
+2% +$17.8K 0.07% 299
2024
Q1 		$903K Buy
21,496
+528
+3% +$20.7K 0.07% 302
2023
Q4 		$818K Buy
20,968
+754
+4% +$28.2K 0.07% 300
2023
Q3 		$707K Sell
20,214
-12,182
-38% -$445K 0.06% 301
2023
Q2 		$1.18M Sell
32,396
-2,589
-7% -$97.1K 0.09% 254
2023
Q1 		$1.31M Sell
34,985
-3,779
-10% -$136K 0.11% 225
2022
Q4 		$1.34M Buy
38,764
+21,768
+128% +$715K 0.13% 201
2022
Q3 		$536K Sell
16,996
-884,557
-98% -$29M 0.06% 310
2022
Q2 		$72.4M Sell
901,553
-19,747
-2% -$702K 8.19% 1
2022
Q1 		$83.6M Buy
921,300
+910,830
+8,699% +$32.5M 8.35% 1
2021
Q4 		$364K Sell
10,470
-2,339
-18% -$79.9K 0.04% 408
2021
Q3 		$428K Sell
12,809
-3,693
-22% -$126K 0.05% 357
2021
Q2 		$556K Sell
16,502
-1,458
-8% -$50.4K 0.06% 310
2021
Q1 		$584K Sell
17,960
-5,676
-24% -$194K 0.07% 274
2020
Q4 		$857K Buy
23,636
+5,373
+29% +$192K 0.15% 183
2020
Q3 		$657K Buy
18,263
+2,218
+14% +$81K 0.13% 203
2020
Q2 		$551K Buy
16,045
+2,013
+14% +$66K 0.12% 191
2020
Q1 		$455K Buy
14,032
+6,171
+79% +$187K 0.12% 185
2019
Q4 		$234K Sell
7,861
-236
-3% -$6.69K 0.06% 270
2019
Q3 		$234K Sell
8,097
-2,783
-26% -$78.5K 0.06% 271
2019
Q2 		$295K Buy
10,880
+2,847
+35% +$71.4K 0.08% 252
2019
Q1 		$197K Sell
8,033
-611
-7% -$15.3K 0.06% 276
2018
Q4 		$217K Buy
8,644
+88
+1% +$2.07K 0.07% 262
2018
Q3 		$202K Sell
8,556
-152
-2% -$3.53K 0.16% 154
2018
Q2 		$209K Buy
8,708
+24
+0.3% +$602 0.18% 135
2018
Q1 		$221K Buy
8,684
+477
+6% +$12.2K 0.21% 131
2017
Q4 		$205K Buy
+8,207
New +$201K 0.21% 128

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
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
GG
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PFG Advisors's IAU Position: Q2 2026 in Review

PFG Advisors reduced its iShares Gold Trust (IAU) stake by 8.6% in Q2 2026, selling an estimated $253K and leaving 31,654 shares worth $2.39M. The position accounts for 0.12% of the portfolio, ranked #210.

PFG Advisors first reported a position in IAU in Q4 2017 and has held it in 35 quarters since. The position peaked at $149M in Q2 2025. 594 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • PFG Advisors held 31,654 shares of iShares Gold Trust worth $2.39M as of Q2 2026.
  • PFG Advisors sold 2,977 iShares Gold Trust shares in Q2 2026, an estimated $253K.
  • iShares Gold Trust made up 0.12% of PFG Advisors's portfolio in Q2 2026, its #210 holding.
  • PFG Advisors first reported a position in iShares Gold Trust in Q4 2017 and has held it in 35 quarters since.
  • PFG Advisors's iShares Gold Trust position peaked at $149M in Q2 2025.
  • 594 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.