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Pullen Investment Management’s iShares Gold Trust IAU Stock Holding History

Pullen Investment 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 		$490K Sell
6,487
-543
-8% -$46.1K 0.23% 87
2026
Q1 		$620K Buy
7,030
+38
+0.5% +$3.49K 0.31% 82
2025
Q4 		$568K Buy
6,992
+611
+10% +$47.8K 0.3% 82
2025
Q3 		$464K Sell
6,381
-17
-0.3% -$1.11K 0.25% 85
2025
Q2 		$399K Buy
6,398
+542
+9% +$33.6K 0.24% 87
2025
Q1 		$345K Sell
5,856
-469
-7% -$25.4K 0.22% 94
2024
Q4 		$313K Sell
6,325
-179
-3% -$8.99K 0.2% 98
2024
Q3 		$323K Hold
6,504
– – 0.24% 94
2024
Q2 		$286K Sell
6,504
-40
-0.6% -$1.77K 0.24% 91
2024
Q1 		$275K Buy
+6,544
New +$257K 0.23% 91

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

Pullen Investment Management's IAU Position: Q2 2026 in Review

Pullen Investment Management reduced its iShares Gold Trust (IAU) stake by 7.7% in Q2 2026, selling an estimated $46.1K and leaving 6,487 shares worth $490K. The position accounts for 0.23% of the portfolio, ranked #87.

Pullen Investment Management first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $620K in Q1 2026. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Pullen Investment Management held 6,487 shares of iShares Gold Trust worth $490K as of Q2 2026.
  • Pullen Investment Management sold 543 iShares Gold Trust shares in Q2 2026, an estimated $46.1K.
  • iShares Gold Trust made up 0.23% of Pullen Investment Management's portfolio in Q2 2026, its #87 holding.
  • Pullen Investment Management first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
  • Pullen Investment Management's iShares Gold Trust position peaked at $620K in Q1 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.