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AMG National Trust Bank’s iShares Gold Trust IAU Stock Holding History

AMG National Trust Bank’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 		$20.6M Sell
272,942
-29,663
-10% -$2.52M 0.42% 46
2026
Q1 		$26.7M Buy
302,605
+5,853
+2% +$537K 0.58% 36
2025
Q4 		$24.1M Sell
296,752
-14,822
-5% -$1.16M 0.57% 37
2025
Q3 		$22.7M Buy
311,574
+4,750
+2% +$310K 0.55% 36
2025
Q2 		$19.1M Buy
306,824
+4,474
+1% +$277K 0.5% 40
2025
Q1 		$17.8M Buy
302,350
+6,339
+2% +$343K 0.5% 41
2024
Q4 		$14.6M Buy
296,011
+3,883
+1% +$195K 0.4% 43
2024
Q3 		$14.5M Sell
292,128
-13,926
-5% -$652K 0.39% 43
2024
Q2 		$13.4M Buy
306,054
+33,937
+12% +$1.5M 0.36% 47
2024
Q1 		$11.4M Buy
272,117
+33,319
+14% +$1.31M 0.33% 46
2023
Q4 		$9.32M Buy
238,798
+20,255
+9% +$758K 0.29% 50
2023
Q3 		$7.65M Buy
218,543
+8,976
+4% +$328K 0.27% 59
2023
Q2 		$7.63M Buy
209,567
+5,113
+3% +$192K 0.25% 59
2023
Q1 		$7.64M Buy
204,454
+10,814
+6% +$388K 0.26% 56
2022
Q4 		$6.7M Buy
193,640
+1,583
+0.8% +$52K 0.24% 60
2022
Q3 		$6.06M Buy
192,057
+17,531
+10% +$575K 0.23% 74
2022
Q2 		$5.95M Buy
174,526
+59,339
+52% +$2.11M 0.22% 71
2022
Q1 		$4.24M Buy
115,187
+11,654
+11% +$416K 0.13% 104
2021
Q4 		$3.6M Sell
103,533
-96
-0.1% -$3.28K 0.11% 120
2021
Q3 		$3.46M Buy
103,629
+6,420
+7% +$219K 0.11% 114
2021
Q2 		$3.27M Buy
97,209
+21,086
+28% +$729K 0.1% 114
2021
Q1 		$2.48M Buy
76,123
+13,257
+21% +$453K 0.08% 152
2020
Q4 		$2.28M Buy
62,866
+295
+0.5% +$10.6K 0.08% 153
2020
Q3 		$2.25M Buy
62,571
+106
+0.2% +$3.87K 0.09% 141
2020
Q2 		$2.12M Buy
62,465
+55,089
+747% +$1.81M 0.09% 139
2020
Q1 		$222K Buy
+7,376
New +$223K 0.02% 217

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

AMG National Trust Bank's IAU Position: Q2 2026 in Review

AMG National Trust Bank reduced its iShares Gold Trust (IAU) stake by 9.8% in Q2 2026, selling an estimated $2.52M and leaving 272,942 shares worth $20.6M. The position accounts for 0.42% of the portfolio, ranked #46.

AMG National Trust Bank first reported a position in IAU in Q1 2020 and has held it in 26 quarters since. The position peaked at $26.7M in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • AMG National Trust Bank held 272,942 shares of iShares Gold Trust worth $20.6M as of Q2 2026.
  • AMG National Trust Bank sold 29,663 iShares Gold Trust shares in Q2 2026, an estimated $2.52M.
  • iShares Gold Trust made up 0.42% of AMG National Trust Bank's portfolio in Q2 2026, its #46 holding.
  • AMG National Trust Bank first reported a position in iShares Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • AMG National Trust Bank's iShares Gold Trust position peaked at $26.7M in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.