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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Principal Securities's IAU Position: Q1 2026 in Review

Principal Securities reduced its iShares Gold Trust (IAU) stake by 17% in Q1 2026, selling an estimated $1.71M and leaving 88,496 shares worth $7.8M. The position accounts for 0.11% of the portfolio, ranked #165.

Principal Securities first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.69M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Principal Securities held 88,496 shares of iShares Gold Trust worth $7.8M as of Q1 2026.
  • Principal Securities sold 18,610 iShares Gold Trust shares in Q1 2026, an estimated $1.71M.
  • iShares Gold Trust made up 0.11% of Principal Securities's portfolio in Q1 2026, its #165 holding.
  • Principal Securities first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's iShares Gold Trust position peaked at $8.69M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.