Pitcairn’s iShares Gold Trust IAU Stock Holding History

Pitcairn’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
2025 Q3	–	Sell	-5,500	Closed	-$343K	–	666
2025 Q2	$343K	Sell	5,500 -1,244	-18%	-$77.1K	0.02%	526
2025 Q1	$398K	Buy	+6,744	New	+$365K	0.02%	498
2023 Q2	–	Sell	-5,976	Closed	-$223K	–	662
2023 Q1	$223K	Hold	5,976	–	–	0.02%	557
2022 Q4	$207K	Buy	+5,976	New	+$196K	0.02%	559
2022 Q3	–	Sell	-5,976	Closed	-$205K	–	585
2022 Q2	$205K	Hold	5,976	–	–	0.02%	556
2022 Q1	$220K	Hold	5,976	–	–	0.02%	580
2021 Q4	$208K	Buy	+5,976	New	+$204K	0.01%	611
2021 Q3	–	Sell	-5,977	Closed	-$202K	–	629
2021 Q2	$202K	Sell	5,977 -1,033	-15%	-$35.7K	0.01%	594
2021 Q1	$228K	Sell	7,010 -216,103	-97%	-$7.38M	0.02%	560
2020 Q4	$8.09M	Buy	+223,113	New	+$7.99M	0.62%	17
2015 Q1	–	Sell	-9,945	Closed	-$228K	–	496
2014 Q4	$228K	Sell	9,945 -150	-1%	-$3.49K	0.02%	424
2014 Q3	$236K	Hold	10,095	–	–	0.03%	416
2014 Q2	$260K	Buy	+10,095	New	+$252K	0.03%	397

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Pitcairn's IAU Position: Q3 2025 in Review

Pitcairn sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 5,500 shares — an estimated $343K sold.

Pitcairn first reported a position in IAU in Q2 2014 and held it in 13 quarters. The position peaked at $8.09M in Q4 2020. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

Pitcairn reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
Pitcairn sold 5,500 iShares Gold Trust shares in Q3 2025, an estimated $343K.
Pitcairn first reported a position in iShares Gold Trust in Q2 2014 and held it in 13 quarters.
Pitcairn's iShares Gold Trust position peaked at $8.09M in Q4 2020.
1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Pitcairn's 13F filing for Q3 2025, filed 12 Nov 2025.