Private Advisory Group’s iShares Gold Trust IAU Stock Holding History

Private Advisory Group’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	$246K	Sell	3,254 -1,596	-33%	-$135K	0.01%	273
2026 Q1	$428K	Sell	4,850 -1,050	-18%	-$96.3K	0.03%	212
2025 Q4	$479K	Buy	5,900 +233	+4%	+$18.2K	0.04%	160
2025 Q3	$412K	Buy	5,667 +555	+11%	+$36.2K	0.03%	165
2025 Q2	$319K	Sell	5,112 -292	-5%	-$18.1K	0.03%	176
2025 Q1	$319K	Sell	5,404 -2,155	-29%	-$117K	0.04%	163
2024 Q4	$374K	Buy	+7,559	New	+$380K	0.04%	157

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

Private Advisory Group's IAU Position: Q2 2026 in Review

Private Advisory Group reduced its iShares Gold Trust (IAU) stake by 33% in Q2 2026, selling an estimated $135K and leaving 3,254 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #273.

Private Advisory Group first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $479K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Private Advisory Group held 3,254 shares of iShares Gold Trust worth $246K as of Q2 2026.
Private Advisory Group sold 1,596 iShares Gold Trust shares in Q2 2026, an estimated $135K.
iShares Gold Trust made up 0.01% of Private Advisory Group's portfolio in Q2 2026, its #273 holding.
Private Advisory Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Private Advisory Group's iShares Gold Trust position peaked at $479K in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.