Procyon Advisors
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Procyon Advisors’s iShares Gold Trust IAU Stock Holding History

Procyon Advisors’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
Q3 		$2.68M Buy
34,288
+28,617
+505% +$2.29M 0.11% 172
2026
Q2 		$428K Buy
5,671
+617
+12% +$52.4K 0.02% 389
2026
Q1 		$446K Sell
5,054
-52,944
-91% -$4.86M 0.02% 370
2025
Q4 		$4.71M Buy
57,998
+1,315
+2% +$103K 0.23% 96
2025
Q3 		$4.12M Buy
+56,683
New +$3.7M 0.24% 80
2025
Q1 		– Sell
-4,521
Closed -$224K – 605
2024
Q4 		$224K Sell
4,521
-31
-0.7% -$1.56K 0.01% 507
2024
Q3 		$226K Buy
+4,552
New +$213K 0.02% 506
2024
Q2 		– Sell
-6,021
Closed -$253K – 538
2024
Q1 		$253K Sell
6,021
-64
-1% -$2.51K 0.02% 448
2023
Q4 		$237K Sell
6,085
-1,066
-15% -$39.9K 0.02% 460
2023
Q3 		$250K Sell
7,151
-75
-1% -$2.74K 0.03% 418
2023
Q2 		$263K Hold
7,226
– – 0.03% 377
2023
Q1 		$270K Buy
+7,226
New +$259K 0.04% 322
2020
Q2 		– Sell
-185
Closed -$6K – 1124
2020
Q1 		$6K Hold
185
– – ﹤0.01% 680
2019
Q4 		$5K Buy
+185
New +$5.25K ﹤0.01% 799

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Procyon Advisors's IAU Position: Q3 2026 in Review

Procyon Advisors increased its iShares Gold Trust (IAU) stake by 505% in Q3 2026, buying an estimated $2.29M and bringing the position to 34,288 shares worth $2.68M. The position accounts for 0.11% of the portfolio, ranked #172.

Procyon Advisors first reported a position in IAU in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.71M in Q4 2025. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Procyon Advisors held 34,288 shares of iShares Gold Trust worth $2.68M as of Q3 2026.
  • Procyon Advisors bought 28,617 iShares Gold Trust shares in Q3 2026, an estimated $2.29M.
  • iShares Gold Trust made up 0.11% of Procyon Advisors's portfolio in Q3 2026, its #172 holding.
  • Procyon Advisors first reported a position in iShares Gold Trust in Q4 2019 and has held it in 14 quarters since.
  • Procyon Advisors's iShares Gold Trust position peaked at $4.71M in Q4 2025.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.