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PFG Investments’s iShares Gold Trust IAU Stock Holding History

PFG Investments’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 		$1.68M Buy
22,260
+1,895
+9% +$161K 0.07% 252
2026
Q1 		$1.8M Sell
20,365
-12,320
-38% -$1.13M 0.08% 208
2025
Q4 		$2.65M Buy
32,685
+6,292
+24% +$492K 0.13% 149
2025
Q3 		$1.92M Buy
26,393
+1,751
+7% +$114K 0.1% 194
2025
Q2 		$1.54M Sell
24,642
-2,779
-10% -$172K 0.09% 213
2025
Q1 		$1.62M Buy
27,421
+1,984
+8% +$107K 0.1% 197
2024
Q4 		$1.26M Buy
25,437
+2,014
+9% +$101K 0.08% 237
2024
Q3 		$1.16M Sell
23,423
-610
-3% -$28.6K 0.08% 256
2024
Q2 		$1.06M Sell
24,033
-165
-0.7% -$7.29K 0.08% 253
2024
Q1 		$1.02M Buy
24,198
+13,521
+127% +$530K 0.06% 331
2023
Q4 		$417K Buy
10,677
+500
+5% +$18.7K 0.08% 279
2023
Q3 		$356K Sell
10,177
-9,572
-48% -$349K 0.07% 316
2023
Q2 		$719K Buy
19,749
+1,351
+7% +$50.6K 0.13% 175
2023
Q1 		$688K Buy
+18,398
New +$660K 0.14% 163

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

PFG Investments's IAU Position: Q2 2026 in Review

PFG Investments increased its iShares Gold Trust (IAU) stake by 9.3% in Q2 2026, buying an estimated $161K and bringing the position to 22,260 shares worth $1.68M. The position accounts for 0.07% of the portfolio, ranked #252.

PFG Investments first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.65M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • PFG Investments held 22,260 shares of iShares Gold Trust worth $1.68M as of Q2 2026.
  • PFG Investments bought 1,895 iShares Gold Trust shares in Q2 2026, an estimated $161K.
  • iShares Gold Trust made up 0.07% of PFG Investments's portfolio in Q2 2026, its #252 holding.
  • PFG Investments first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's iShares Gold Trust position peaked at $2.65M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.