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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
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 $1.37T 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

Pullen Investment Management's IAU Position: Q1 2026 in Review

Pullen Investment Management increased its iShares Gold Trust (IAU) stake by 0.54% in Q1 2026, buying an estimated $3.49K and bringing the position to 7,030 shares worth $620K. The position accounts for 0.31% of the portfolio, ranked #82.

Pullen Investment Management first reported a position in IAU in Q1 2024 and has held it in 9 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Pullen Investment Management held 7,030 shares of iShares Gold Trust worth $620K as of Q1 2026.
  • Pullen Investment Management bought 38 iShares Gold Trust shares in Q1 2026, an estimated $3.49K.
  • iShares Gold Trust made up 0.31% of Pullen Investment Management's portfolio in Q1 2026, its #82 holding.
  • Pullen Investment Management first reported a position in iShares Gold Trust in Q1 2024 and has held it in 9 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.