Princeton Global Asset Management’s iShares Gold Trust IAU Stock Holding History

Princeton Global Asset 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	$96K	Buy	1,271 +505	+66%	+$42.9K	0.01%	301
2026 Q1	$67.5K	Hold	766	–	–	0.01%	323
2025 Q4	$62.2K	Hold	766	–	–	0.01%	323
2025 Q3	$55.7K	Buy	766 +400	+109%	+$26.1K	0.01%	309
2025 Q2	$22.8K	Buy	+366	New	+$22.7K	﹤0.01%	423
2025 Q1	–	Sell	-32	Closed	-$1.58K	–	632
2024 Q4	$1.58K	Hold	32	–	–	﹤0.01%	602
2024 Q3	$1.59K	Sell	32 -16	-33%	-$749	﹤0.01%	615
2024 Q2	$2.11K	Buy	+48	New	+$2.12K	﹤0.01%	591

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

Princeton Global Asset Management's IAU Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares Gold Trust (IAU) stake by 66% in Q2 2026, buying an estimated $42.9K and bringing the position to 1,271 shares worth $96K. The position accounts for 0.01% of the portfolio, ranked #301.

Princeton Global Asset Management first reported a position in IAU in Q2 2024 and has held it in 8 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Princeton Global Asset Management held 1,271 shares of iShares Gold Trust worth $96K as of Q2 2026.
Princeton Global Asset Management bought 505 iShares Gold Trust shares in Q2 2026, an estimated $42.9K.
iShares Gold Trust made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #301 holding.
Princeton Global Asset Management first reported a position in iShares Gold Trust in Q2 2024 and has held it in 8 quarters since.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.