2026 Q1 Portfolio Activity
In 2026 Q1, Pennsylvania State University maintained a portfolio of 2 distinct positions.
Position History
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Total Positions
2
Quarter
2026 Q1
Top Holding
IAU (72.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Pennsylvania State University Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IAU
ISHARES GOLD TR
|
ETF | 72.54% | — |
#1
Prev: #—
|
9.5 |
—
|
1,574,099 | — |
NEW
|
1,574,099 | $138,772,568 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 27.46% | — |
#2
Prev: #—
|
9.0 |
—
|
592,234 | — |
NEW
|
592,234 | $52,531,156 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-2 of 2 holdings