BankPlus Trust Department’s iShares Gold Trust IAU Stock Holding History

BankPlus Trust Department’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	$93.8K	Hold	1,242	–	–	0.02%	234
2026 Q1	$109K	Buy	1,242 +786	+172%	+$72.1K	0.03%	215
2025 Q4	$37K	Hold	456	–	–	0.01%	277
2025 Q3	$33.2K	Hold	456	–	–	0.01%	279
2025 Q2	$28.4K	Hold	456	–	–	0.01%	278
2025 Q1	$26.9K	Buy	+456	New	+$24.7K	0.01%	282

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BankPlus Trust Department's IAU Position: Q2 2026 in Review

BankPlus Trust Department held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,242 shares worth $93.8K. The position accounts for 0.02% of the portfolio, ranked #234.

BankPlus Trust Department first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $109K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

BankPlus Trust Department held 1,242 shares of iShares Gold Trust worth $93.8K as of Q2 2026.
BankPlus Trust Department left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.02% of BankPlus Trust Department's portfolio in Q2 2026, its #234 holding.
BankPlus Trust Department first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
BankPlus Trust Department's iShares Gold Trust position peaked at $109K in Q1 2026.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.