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Alpine Bank Wealth Management’s iShares Gold Trust IAU Stock Holding History

Alpine Bank Wealth 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
Q2 		$261K Hold
3,461
– – 0.03% 149
2026
Q1 		$305K Hold
3,461
– – 0.04% 135
2025
Q4 		$281K Hold
3,461
– – 0.04% 131
2025
Q3 		$252K Hold
3,461
– – 0.04% 139
2025
Q2 		$216K Hold
3,461
– – 0.03% 145
2025
Q1 		$204K Buy
+3,461
New +$187K 0.03% 138
2024
Q3 		$172K Buy
+3,461
New +$162K 0.03% 157

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Alpine Bank Wealth Management's IAU Position: Q2 2026 in Review

Alpine Bank Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,461 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #149.

Alpine Bank Wealth Management first reported a position in IAU in Q3 2024 and has held it in 7 quarters since. The position peaked at $305K in Q1 2026. 1,315 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Alpine Bank Wealth Management held 3,461 shares of iShares Gold Trust worth $261K as of Q2 2026.
  • Alpine Bank Wealth Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.03% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Alpine Bank Wealth Management first reported a position in iShares Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • Alpine Bank Wealth Management's iShares Gold Trust position peaked at $305K in Q1 2026.
  • 1,315 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.