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Presidio Capital Management’s iShares Gold Trust IAU Stock Holding History

Presidio Capital Management’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 		$564K Buy
7,467
+1,201
+19% +$102K 0.14% 41
2026
Q1 		$552K Buy
6,266
+615
+11% +$56.4K 0.16% 41
2025
Q4 		$459K Buy
5,651
+2,170
+62% +$170K 0.14% 43
2025
Q3 		$253K Buy
3,481
+30
+0.9% +$1.96K 0.09% 57
2025
Q2 		$215K Sell
3,451
-10
-0.3% -$620 0.08% 57
2025
Q1 		$204K Sell
3,461
-977
-22% -$52.9K 0.08% 64
2024
Q4 		$220K Buy
4,438
+100
+2% +$5.03K 0.12% 58
2024
Q3 		$216K Sell
4,338
-782
-15% -$36.6K 0.14% 63
2024
Q2 		$225K Buy
+5,120
New +$226K 0.16% 50

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Presidio Capital Management's IAU Position: Q2 2026 in Review

Presidio Capital Management increased its iShares Gold Trust (IAU) stake by 19% in Q2 2026, buying an estimated $102K and bringing the position to 7,467 shares worth $564K. The position accounts for 0.14% of the portfolio, ranked #41.

Presidio Capital Management first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. 597 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Presidio Capital Management held 7,467 shares of iShares Gold Trust worth $564K as of Q2 2026.
  • Presidio Capital Management bought 1,201 iShares Gold Trust shares in Q2 2026, an estimated $102K.
  • iShares Gold Trust made up 0.14% of Presidio Capital Management's portfolio in Q2 2026, its #41 holding.
  • Presidio Capital Management first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
  • 597 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.