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Pilgrim Partners Asia’s iShares Gold Trust IAU Stock Holding History

Pilgrim Partners Asia’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
Q1 		$3.59M Buy
40,690
+13,800
+51% +$1.27M 1.46% 12
2025
Q4 		$2.18M Buy
26,890
+7,060
+36% +$552K 1.04% 18
2025
Q3 		$1.44M Buy
+19,830
New +$1.29M 0.64% 28

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Pilgrim Partners Asia's IAU Position: Q1 2026 in Review

Pilgrim Partners Asia increased its iShares Gold Trust (IAU) stake by 51% in Q1 2026, buying an estimated $1.27M and bringing the position to 40,690 shares worth $3.59M. The position accounts for 1.46% of the portfolio, ranked #12.

Pilgrim Partners Asia first reported a position in IAU in Q3 2025 and has held it in 3 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Pilgrim Partners Asia held 40,690 shares of iShares Gold Trust worth $3.59M as of Q1 2026.
  • Pilgrim Partners Asia bought 13,800 iShares Gold Trust shares in Q1 2026, an estimated $1.27M.
  • iShares Gold Trust made up 1.46% of Pilgrim Partners Asia's portfolio in Q1 2026, its #12 holding.
  • Pilgrim Partners Asia first reported a position in iShares Gold Trust in Q3 2025 and has held it in 3 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Pilgrim Partners Asia's 13F filing for Q1 2026, filed 12 May 2026.