Purkiss Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Purkiss Capital 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 Q2	$13.8M	Sell	182,194 -4,802	-3%	-$408K	5.24%	3
2026 Q1	$16.5M	Buy	186,996 +9,303	+5%	+$853K	7.25%	2
2025 Q4	$14.4M	Buy	177,693 +12,085	+7%	+$945K	6.76%	2
2025 Q3	$12.1M	Sell	165,608 -102,412	-38%	-$6.68M	5.77%	3
2025 Q2	$16.7M	Buy	268,020 +15,350	+6%	+$951K	9.29%	2
2025 Q1	$14.9M	Buy	252,670 +1,045	+0.4%	+$56.5K	11.25%	2
2024 Q4	$12.5M	Buy	+251,625	New	+$12.6M	10.76%	2

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Purkiss Capital Advisors's IAU Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its iShares Gold Trust (IAU) stake by 2.6% in Q2 2026, selling an estimated $408K and leaving 182,194 shares worth $13.8M. The position accounts for 5.24% of the portfolio, ranked #3.

Purkiss Capital Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.7M in Q2 2025. 913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Purkiss Capital Advisors held 182,194 shares of iShares Gold Trust worth $13.8M as of Q2 2026.
Purkiss Capital Advisors sold 4,802 iShares Gold Trust shares in Q2 2026, an estimated $408K.
iShares Gold Trust made up 5.24% of Purkiss Capital Advisors's portfolio in Q2 2026, its #3 holding.
Purkiss Capital Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Purkiss Capital Advisors's iShares Gold Trust position peaked at $16.7M in Q2 2025.
913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.