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Central Bank & Trust’s iShares Gold Trust IAU Stock Holding History

Central Bank & 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
Q2 		$801K Sell
10,606
-4,965
-32% -$421K 0.11% 116
2026
Q1 		$1.37M Sell
15,571
-90
-0.6% -$8.26K 0.22% 94
2025
Q4 		$1.27M Buy
15,661
+817
+6% +$63.9K 0.2% 95
2025
Q3 		$1.08M Buy
14,844
+2,451
+20% +$160K 0.17% 103
2025
Q2 		$773K Buy
12,393
+5,529
+81% +$343K 0.13% 118
2025
Q1 		$405K Buy
6,864
+42
+0.6% +$2.27K 0.07% 148
2024
Q4 		$338K Sell
6,822
-7,205
-51% -$362K 0.05% 153
2024
Q3 		$697K Buy
14,027
+429
+3% +$20.1K 0.1% 131
2024
Q2 		$597K Buy
13,598
+3,716
+38% +$164K 0.08% 126
2024
Q1 		$415K Hold
9,882
– – 0.06% 143
2023
Q4 		$386K Buy
9,882
+8,028
+433% +$300K 0.06% 146
2023
Q3 		$64.9K Hold
1,854
– – 0.01% 215
2023
Q2 		$67.4K Hold
1,854
– – 0.01% 209
2023
Q1 		$69.3K Hold
1,854
– – 0.01% 208
2022
Q4 		$64.1K Hold
1,854
– – 0.01% 219
2022
Q3 		$58K Hold
1,854
– – 0.01% 213
2022
Q2 		$64K Hold
1,854
– – 0.01% 215
2022
Q1 		$68K Sell
1,854
-1,065
-36% -$38K 0.01% 215
2021
Q4 		$102K Hold
2,919
– – 0.02% 197
2021
Q3 		$97K Sell
2,919
-1,831
-39% -$62.4K 0.02% 188
2021
Q2 		$160K Buy
4,750
+1,853
+64% +$64.1K 0.03% 172
2021
Q1 		$94K Buy
2,897
+1,247
+76% +$42.6K 0.02% 186
2020
Q4 		$60K Hold
1,650
– – 0.01% 197
2020
Q3 		$59K Hold
1,650
– – 0.01% 188
2020
Q2 		$56K Hold
1,650
– – 0.01% 176
2020
Q1 		$50K Hold
1,650
– – 0.01% 177
2019
Q4 		$48K Hold
1,650
– – 0.01% 187
2019
Q3 		$47K Hold
1,650
– – 0.01% 183
2019
Q2 		$45K Hold
1,650
– – 0.01% 181
2019
Q1 		$41K Hold
1,650
– – 0.01% 188
2018
Q4 		$41K Hold
1,650
– – 0.01% 175
2018
Q3 		$38K Hold
1,650
– – 0.01% 177
2018
Q2 		$40K Hold
1,650
– – 0.01% 175
2018
Q1 		$42K Hold
1,650
– – 0.01% 176
2017
Q4 		$41K Hold
1,650
– – 0.01% 187
2017
Q3 		$41K Hold
1,650
– – 0.01% 184
2017
Q2 		$39K Hold
1,650
– – 0.01% 184
2017
Q1 		$40K Buy
+1,650
New +$38.8K 0.01% 192

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Central Bank & Trust's IAU Position: Q2 2026 in Review

Central Bank & Trust reduced its iShares Gold Trust (IAU) stake by 32% in Q2 2026, selling an estimated $421K and leaving 10,606 shares worth $801K. The position accounts for 0.11% of the portfolio, ranked #116.

Central Bank & Trust first reported a position in IAU in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.37M in Q1 2026. 469 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Central Bank & Trust held 10,606 shares of iShares Gold Trust worth $801K as of Q2 2026.
  • Central Bank & Trust sold 4,965 iShares Gold Trust shares in Q2 2026, an estimated $421K.
  • iShares Gold Trust made up 0.11% of Central Bank & Trust's portfolio in Q2 2026, its #116 holding.
  • Central Bank & Trust first reported a position in iShares Gold Trust in Q1 2017 and has held it in 38 quarters since.
  • Central Bank & Trust's iShares Gold Trust position peaked at $1.37M in Q1 2026.
  • 469 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Central Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.