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Principal Securities’s iShares Gold Trust IAU Stock Holding History

Principal Securities’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 		$5.4M Sell
71,474
-17,022
-19% -$1.44M 0.07% 268
2026
Q1 		$7.8M Sell
88,496
-18,610
-17% -$1.71M 0.11% 165
2025
Q4 		$8.69M Buy
107,106
+24,340
+29% +$1.9M 0.13% 149
2025
Q3 		$6.02M Buy
82,766
+22,265
+37% +$1.45M 0.1% 195
2025
Q2 		$3.77M Buy
60,501
+38,861
+180% +$2.41M 0.07% 265
2025
Q1 		$1.07M Buy
21,640
+333
+2% +$18K 0.02% 533
2024
Q4 		$1.05M Buy
21,307
+6,775
+47% +$340K 0.02% 532
2024
Q3 		$722K Buy
14,532
+3,171
+28% +$148K 0.02% 639
2024
Q2 		$499K Buy
11,361
+864
+8% +$38.2K 0.01% 702
2024
Q1 		$441K Buy
10,497
+1,122
+12% +$44K 0.01% 716
2023
Q4 		$366K Buy
+9,375
New +$351K 0.01% 729

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

Principal Securities's IAU Position: Q2 2026 in Review

Principal Securities reduced its iShares Gold Trust (IAU) stake by 19% in Q2 2026, selling an estimated $1.44M and leaving 71,474 shares worth $5.4M. The position accounts for 0.07% of the portfolio, ranked #268.

Principal Securities first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.69M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Principal Securities held 71,474 shares of iShares Gold Trust worth $5.4M as of Q2 2026.
  • Principal Securities sold 17,022 iShares Gold Trust shares in Q2 2026, an estimated $1.44M.
  • iShares Gold Trust made up 0.07% of Principal Securities's portfolio in Q2 2026, its #268 holding.
  • Principal Securities first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares Gold Trust position peaked at $8.69M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.