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Centennial Bank’s iShares Gold Trust IAU Stock Holding History

Centennial 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
Q1 		$220K Hold
2,500
– – 0.08% 137
2025
Q4 		$203K Hold
2,500
– – 0.08% 140
2025
Q3 		$182K Sell
2,500
-300
-11% -$19.6K 0.07% 140
2025
Q2 		$175K Buy
2,800
+2,500
+833% +$155K 0.07% 144
2025
Q1 		$17.7K Hold
300
– – 0.01% 258
2024
Q4 		$14.9K Hold
300
– – 0.01% 250
2024
Q3 		$14.9K Hold
300
– – 0.01% 252
2024
Q2 		$13.2K Hold
300
– – 0.01% 253
2024
Q1 		$12.6K Sell
300
-618
-67% -$24.2K 0.01% 254
2023
Q4 		$35.8K Buy
918
+618
+206% +$23.1K 0.02% 209
2023
Q3 		$10.5K Sell
300
-889
-75% -$32.4K 0.01% 259
2023
Q2 		$43.3K Buy
1,189
+889
+296% +$33.3K 0.03% 198
2023
Q1 		$11.2K Hold
300
– – 0.01% 258
2022
Q4 		$10.4K Buy
+300
New +$9.85K 0.01% 277

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 $424B AUM 22.94% 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 $303B AUM 53.02% 1-Year Est. Return

Centennial Bank's IAU Position: Q1 2026 in Review

Centennial Bank held its iShares Gold Trust (IAU) position steady in Q1 2026 at 2,500 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #137.

Centennial Bank first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Centennial Bank held 2,500 shares of iShares Gold Trust worth $220K as of Q1 2026.
  • Centennial Bank left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.08% of Centennial Bank's portfolio in Q1 2026, its #137 holding.
  • Centennial Bank first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Centennial Bank's 13F filing for Q1 2026, filed 6 May 2026.