SEC 13F Intelligence

Parcion Private Wealth LLC / IAU*

Parcion Private Wealth LLC’s Ishares Gold Tr Position

Does Parcion Private Wealth LLC own Ishares Gold Tr (IAU*)? Yes328.8K shares worth $29M (+1.80% of its 13F portfolio) as of Q1 2026, down from 334.2K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
328.8K
% of Portfolio
+1.80%
Quarters Held
19
currently held

Position History IAU*

Reported value by quarter
Q3 ’21: $50MQ3 ’21Q4 ’21: $45MQ1 ’22: $47MQ2 ’22: $37MQ2 ’22Q3 ’22: $32MQ4 ’22: $31MQ1 ’23: $33MQ1 ’23Q2 ’23: $32MQ3 ’23: $30MQ4 ’23: $19MQ4 ’23Q1 ’24: $17MQ2 ’24: $16MQ3 ’24: $18MQ3 ’24Q4 ’24: $18MQ1 ’25: $20MQ2 ’25: $21MQ2 ’25Q3 ’25: $25MQ4 ’25: $27MQ1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026328.8K$29M+1.80%
Q4 2025334.2K$27M+1.65%
Q3 2025336.8K$25M+1.53%
Q2 2025340.3K$21M+1.52%
Q1 2025342.3K$20M+1.65%
Q4 2024353.5K$18M+1.34%
Q3 2024360.1K$18M+1.49%
Q2 2024373.2K$16M+1.50%
Q1 2024399.7K$17M+1.48%
Q4 2023475.4K$19M+1.70%
Q3 2023861.9K$30M+3.13%
Q2 2023873.7K$32M+3.21%
Q1 2023888.5K$33M+3.47%
Q4 2022903.5K$31M+3.39%
Q3 2022999.3K$32M+3.52%
Q2 20221.12M$37M+3.62%
Q1 20221.27M$47M+4.39%
Q4 20211.30M$45M+4.06%
Q3 20211.48M$50M+4.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Parcion Private Wealth LLC’s full portfolio or all institutional holders of IAU*.