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Country Club Bank’s iShares Gold Trust IAU Stock Holding History

Country Club 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
2025
Q3 		$1.66M Buy
22,983
+1,220
+6% +$79.6K 0.1% 176
2025
Q2 		$1.34M Sell
21,763
-3,107
-12% -$193K 0.08% 184
2025
Q1 		$1.45M Buy
24,870
+117
+0.5% +$6.33K 0.1% 175
2024
Q4 		$1.22M Hold
24,753
– – 0.08% 182
2024
Q3 		$1.24M Sell
24,753
-1,152
-4% -$53.9K 0.08% 184
2024
Q2 		$1.14M Sell
25,905
-1,015
-4% -$44.9K 0.08% 185
2024
Q1 		$1.13M Sell
26,920
-1,961
-7% -$76.9K 0.08% 191
2023
Q4 		$1.13M Sell
28,881
-305
-1% -$11.4K 0.09% 182
2023
Q3 		$1.03M Buy
29,186
+106
+0.4% +$3.87K 0.08% 180
2023
Q2 		$1.05M Buy
29,080
+447
+2% +$16.8K 0.08% 176
2023
Q1 		$1.08M Sell
28,633
-24
-0.1% -$861 0.09% 170
2022
Q4 		$991K Buy
28,657
+3,046
+12% +$100K 0.09% 171
2022
Q3 		$808K Sell
25,611
-225
-0.9% -$7.37K 0.08% 176
2022
Q2 		$892K Buy
25,836
+140
+0.5% +$4.98K 0.08% 168
2022
Q1 		$944K Buy
+25,696
New +$918K 0.08% 162

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Country Club Bank's IAU Position: Q3 2025 in Review

Country Club Bank increased its iShares Gold Trust (IAU) stake by 5.6% in Q3 2025, buying an estimated $79.6K and bringing the position to 22,983 shares worth $1.66M. The position accounts for 0.1% of the portfolio, ranked #176.

Country Club Bank first reported a position in IAU in Q1 2022 and has held it in 15 quarters since. 1,705 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Country Club Bank held 22,983 shares of iShares Gold Trust worth $1.66M as of Q3 2025.
  • Country Club Bank bought 1,220 iShares Gold Trust shares in Q3 2025, an estimated $79.6K.
  • iShares Gold Trust made up 0.1% of Country Club Bank's portfolio in Q3 2025, its #176 holding.
  • Country Club Bank first reported a position in iShares Gold Trust in Q1 2022 and has held it in 15 quarters since.
  • 1,705 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.