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Parcion Private Wealth LLC → IAU

Parcion Private Wealth LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$25.1M
Q3 2026
Peak value
$29M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$27.1M
Q1 2026$29M
Q2 2026$24.1M
Q3 2026$25.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$25.1M321.6K——
Q2 2026$24.1M318.6K——
Q1 2026$29M328.8K——
Q4 2025$27.1M334.2K——

Other funds holding IAU

Other Parcion Private Wealth LLC positions

ETHA

ISHARES TR

$159.6M
ETHA

ISHARES TR

$130.5M
ETHA

ISHARES TR

$128.8M
VGES

VANGUARD WHITEHALL FDS

$108.9M
ETHA

ISHARES TR

$90.9M
FPF

FIRST TR EXCHANGE TRADED FD

$66.6M
FPF

FIRST TR EXCHANGE TRADED FD

$59.9M
QQQ

INVESCO QQQ TR

$59.7M