Pin Oak Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Pin Oak Investment 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	$275K	Hold	3,636	–	–	0.2%	91
2026 Q1	$321K	Hold	3,636	–	–	0.23%	80
2025 Q4	$339K	Sell	3,636 -1,000	-22%	-$78.2K	0.24%	76
2025 Q3	$337K	Hold	4,636	–	–	0.24%	76
2025 Q2	$273K	Hold	4,636	–	–	0.23%	73
2025 Q1	$269K	Hold	4,636	–	–	0.21%	79
2024 Q4	$230K	Hold	4,636	–	–	0.21%	76
2024 Q3	$230K	Hold	4,636	–	–	0.21%	77
2024 Q2	$204K	Hold	4,636	–	–	0.2%	85
2024 Q1	$195K	Hold	4,636	–	–	0.19%	92
2023 Q4	$181K	Hold	4,636	–	–	0.18%	91
2023 Q3	$162K	Hold	4,636	–	–	0.18%	89
2023 Q2	$169K	Hold	4,636	–	–	0.19%	89
2023 Q1	$173K	Hold	4,636	–	–	0.21%	80
2022 Q4	$160K	Hold	4,636	–	–	0.2%	81
2022 Q3	$146K	Hold	4,636	–	–	0.18%	84
2022 Q2	$159K	Hold	4,636	–	–	0.19%	82
2022 Q1	$171K	Hold	4,636	–	–	0.18%	85
2021 Q4	$161K	Hold	4,636	–	–	0.16%	89
2021 Q3	$155K	Buy	+4,636	New	+$158K	0.17%	84
2021 Q2	–	Sell	-8	Closed	–	–	415
2021 Q1	$0	Buy	+8	New	+$273	﹤0.01%	418
2020 Q3	–	Sell	-2,456	Closed	-$83K	–	394
2020 Q2	$83K	Buy	+2,456	New	+$80.5K	0.08%	138

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pin Oak Investment Advisors's IAU Position: Q2 2026 in Review

Pin Oak Investment Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,636 shares worth $275K. The position accounts for 0.2% of the portfolio, ranked #91.

Pin Oak Investment Advisors first reported a position in IAU in Q2 2020 and has held it in 22 quarters since. The position peaked at $339K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Pin Oak Investment Advisors held 3,636 shares of iShares Gold Trust worth $275K as of Q2 2026.
Pin Oak Investment Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.2% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #91 holding.
Pin Oak Investment Advisors first reported a position in iShares Gold Trust in Q2 2020 and has held it in 22 quarters since.
Pin Oak Investment Advisors's iShares Gold Trust position peaked at $339K in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.