PWA
IAU icon

Pitcairn Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Pitcairn Wealth 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 		$488K Hold
6,465
– – 0.05% 184
2026
Q1 		$525K Hold
6,465
– – 0.05% 174
2025
Q4 		$525K Buy
+6,465
New +$506K 0.05% 176

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

Pitcairn Wealth Advisors's IAU Position: Q2 2026 in Review

Pitcairn Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 6,465 shares worth $488K. The position accounts for 0.05% of the portfolio, ranked #184.

Pitcairn Wealth Advisors first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $525K in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Pitcairn Wealth Advisors held 6,465 shares of iShares Gold Trust worth $488K as of Q2 2026.
  • Pitcairn Wealth Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.05% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #184 holding.
  • Pitcairn Wealth Advisors first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Pitcairn Wealth Advisors's iShares Gold Trust position peaked at $525K in Q4 2025.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.