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Citizens National Bank Trust Department’s iShares Gold Trust IAU Stock Holding History

Citizens National Bank 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 		$2.55M Buy
33,772
+520
+2% +$44.1K 0.38% 63
2026
Q1 		$2.93M Sell
33,252
-423
-1% -$38.8K 0.49% 52
2025
Q4 		$2.73M Buy
33,675
+3,748
+13% +$293K 0.47% 56
2025
Q3 		$2.18M Buy
29,927
+1,652
+6% +$108K 0.39% 69
2025
Q2 		$1.76M Buy
28,275
+3,071
+12% +$190K 0.35% 82
2025
Q1 		$1.49M Buy
25,204
+1,319
+6% +$71.3K 0.32% 85
2024
Q4 		$1.18M Buy
23,885
+2,553
+12% +$128K 0.25% 95
2024
Q3 		$1.06M Buy
21,332
+11,815
+124% +$553K 0.22% 101
2024
Q2 		$418K Buy
9,517
+3,412
+56% +$151K 0.09% 133
2024
Q1 		$256K Buy
6,105
+370
+6% +$14.5K 0.06% 152
2023
Q4 		$224K Buy
5,735
+199
+4% +$7.45K 0.06% 152
2023
Q3 		$194K Buy
5,536
+27
+0.5% +$985 0.05% 154
2023
Q2 		$200K Buy
5,509
+509
+10% +$19.1K 0.05% 153
2023
Q1 		$187K Sell
5,000
-3,177
-39% -$114K 0.05% 148
2022
Q4 		$283K Sell
8,177
-10,014
-55% -$329K 0.08% 138
2022
Q3 		$574K Sell
18,191
-3,331
-15% -$109K 0.18% 101
2022
Q2 		$738K Buy
+21,522
New +$766K 0.21% 94
2022
Q1 		– Sell
-12,555
Closed -$437K – 308
2021
Q4 		$437K Sell
12,555
-1,675
-12% -$57.2K 0.17% 106
2021
Q3 		$475K Buy
14,230
+2,500
+21% +$85.2K 0.14% 110
2021
Q2 		$396K Buy
11,730
+4,980
+74% +$172K 0.11% 118
2021
Q1 		$219K Sell
6,750
-500
-7% -$17.1K 0.07% 135
2020
Q4 		$263K Buy
7,250
+2,000
+38% +$71.6K 0.09% 125
2020
Q3 		$189K Buy
5,250
+250
+5% +$9.13K 0.07% 116
2020
Q2 		$170K Buy
+5,000
New +$164K 0.07% 116

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Citizens National Bank Trust Department's IAU Position: Q2 2026 in Review

Citizens National Bank Trust Department increased its iShares Gold Trust (IAU) stake by 1.6% in Q2 2026, buying an estimated $44.1K and bringing the position to 33,772 shares worth $2.55M. The position accounts for 0.38% of the portfolio, ranked #63.

Citizens National Bank Trust Department first reported a position in IAU in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.93M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Citizens National Bank Trust Department held 33,772 shares of iShares Gold Trust worth $2.55M as of Q2 2026.
  • Citizens National Bank Trust Department bought 520 iShares Gold Trust shares in Q2 2026, an estimated $44.1K.
  • iShares Gold Trust made up 0.38% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #63 holding.
  • Citizens National Bank Trust Department first reported a position in iShares Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • Citizens National Bank Trust Department's iShares Gold Trust position peaked at $2.93M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.