Cape Cod Five Cents Savings Bank’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $411K | Hold |
8,275
| – | – | 0.04% | 141 |
|
|
2025
Q3 | $411K | Hold |
8,275
| – | – | 0.04% | 141 |
|
|
2025
Q2 | $411K | Hold |
8,275
| – | – | 0.04% | 141 |
|
|
2025
Q1 | $411K | Hold |
8,275
| – | – | 0.04% | 141 |
|
|
2024
Q4 | $411K | Hold |
8,275
| – | – | 0.04% | 141 |
|
|
2024
Q3 | $411K | Sell |
8,275
-191
| -2% | -$8.94K | 0.04% | 141 |
|
|
2024
Q2 | $372K | Hold |
8,466
| – | – | 0.04% | 148 |
|
|
2024
Q1 | $356K | Hold |
8,466
| – | – | 0.03% | 156 |
|
|
2023
Q4 | $330K | Sell |
8,466
-3,114
| -27% | -$117K | 0.03% | 155 |
|
|
2023
Q3 | $405K | Buy |
11,580
+5,790
| +100% | +$211K | 0.02% | 185 |
|
|
2023
Q2 | $211K | Hold |
5,790
| – | – | 0.02% | 185 |
|
|
2023
Q1 | $216K | Hold |
5,790
| – | – | 0.02% | 180 |
|
|
2022
Q4 | $200K | Sell |
5,790
-5,227
| -47% | -$172K | 0.02% | 193 |
|
|
2022
Q3 | $347K | Sell |
11,017
-3,764
| -25% | -$123K | 0.04% | 151 |
|
|
2022
Q2 | $507K | Buy |
14,781
+143
| +1% | +$5.09K | 0.06% | 133 |
|
|
2022
Q1 | $539K | Sell |
14,638
-1,594
| -10% | -$56.9K | 0.05% | 129 |
|
|
2021
Q4 | $565K | Buy |
+16,232
| New | +$555K | 0.05% | 130 |
|
|
2021
Q2 | – | Sell |
-13,734
| Closed | -$447K | – | 182 |
|
|
2021
Q1 | $447K | Sell |
13,734
-3,862
| -22% | -$132K | 0.05% | 137 |
|
|
2020
Q4 | $638K | Buy |
+17,596
| New | +$630K | 0.07% | 117 |
|
|
2017
Q1 | – | Sell |
-6,000
| Closed | -$133K | – | 204 |
|
|
2016
Q4 | $133K | Hold |
6,000
| – | – | 0.02% | 182 |
|
|
2016
Q3 | $152K | Hold |
6,000
| – | – | 0.03% | 179 |
|
|
2016
Q2 | $153K | Hold |
6,000
| – | – | 0.03% | 183 |
|
|
2016
Q1 | $143K | Hold |
6,000
| – | – | 0.03% | 181 |
|
|
2015
Q4 | $123K | Hold |
6,000
| – | – | 0.02% | 175 |
|
|
2015
Q3 | $129K | Sell |
6,000
-375
| -6% | -$8.15K | 0.03% | 175 |
|
|
2015
Q2 | $145K | Hold |
6,375
| – | – | 0.03% | 188 |
|
|
2015
Q1 | $146K | Hold |
6,375
| – | – | 0.03% | 185 |
|
|
2014
Q4 | $146K | Sell |
6,375
-500
| -7% | -$11.6K | 0.03% | 192 |
|
|
2014
Q3 | $161K | Hold |
6,875
| – | – | 0.03% | 184 |
|
|
2014
Q2 | $177K | Hold |
6,875
| – | – | 0.03% | 185 |
|
|
2014
Q1 | $171K | Hold |
6,875
| – | – | 0.03% | 186 |
|
|
2013
Q4 | $161K | Hold |
6,875
| – | – | 0.04% | 177 |
|
|
2013
Q3 | $177K | Hold |
6,875
| – | – | 0.04% | 172 |
|
|
2013
Q2 | $165K | Buy |
+6,875
| New | +$189K | 0.04% | 171 |
|
Other funds holding IAU
Cape Cod Five Cents Savings Bank's IAU Position: Q4 2025 in Review
Cape Cod Five Cents Savings Bank held its iShares Gold Trust (IAU) position steady in Q4 2025 at 8,275 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #141.
Cape Cod Five Cents Savings Bank first reported a position in IAU in Q2 2013 and has held it in 34 quarters since. The position peaked at $638K in Q4 2020. 1,922 funds tracked by Wall St. Rank hold IAU as of Q4 2025.
- Cape Cod Five Cents Savings Bank held 8,275 shares of iShares Gold Trust worth $411K as of Q4 2025.
- Cape Cod Five Cents Savings Bank left its iShares Gold Trust share count unchanged in Q4 2025.
- iShares Gold Trust made up 0.04% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #141 holding.
- Cape Cod Five Cents Savings Bank first reported a position in iShares Gold Trust in Q2 2013 and has held it in 34 quarters since.
- Cape Cod Five Cents Savings Bank's iShares Gold Trust position peaked at $638K in Q4 2020.
- 1,922 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.
Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.