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Bank of Jackson Hole Trust’s iShares Gold Trust IAU Stock Holding History

Bank of Jackson Hole Trust’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
Q1 		$4.18M Sell
47,417
-4,057
-8% -$372K 2.02% 10
2025
Q4 		$4.18M Sell
51,474
-839
-2% -$65.6K 1.98% 11
2025
Q3 		$3.81M Sell
52,313
-765
-1% -$49.9K 1.91% 13
2025
Q2 		$3.31M Buy
53,078
+816
+2% +$50.6K 1.88% 12
2025
Q1 		$2.82M Buy
52,262
+3,112
+6% +$168K 1.82% 12
2024
Q4 		$2.43M Buy
+49,150
New +$2.47M 1.62% 13

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of Jackson Hole Trust's IAU Position: Q1 2026 in Review

Bank of Jackson Hole Trust reduced its iShares Gold Trust (IAU) stake by 7.9% in Q1 2026, selling an estimated $372K and leaving 47,417 shares worth $4.18M. The position accounts for 2.02% of the portfolio, ranked #10.

Bank of Jackson Hole Trust first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Bank of Jackson Hole Trust held 47,417 shares of iShares Gold Trust worth $4.18M as of Q1 2026.
  • Bank of Jackson Hole Trust sold 4,057 iShares Gold Trust shares in Q1 2026, an estimated $372K.
  • iShares Gold Trust made up 2.02% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #10 holding.
  • Bank of Jackson Hole Trust first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.