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

Country Trust 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 Q2	$5.66K	Buy	+75	New	+$6.37K	﹤0.01%	416
2022 Q4	–	Sell	-652	Closed	-$21K	–	348
2022 Q3	$21K	Hold	652	–	–	﹤0.01%	244
2022 Q2	$22K	Hold	652	–	–	﹤0.01%	241
2022 Q1	$24K	Hold	652	–	–	﹤0.01%	254
2021 Q4	$23K	Hold	652	–	–	﹤0.01%	273
2021 Q3	$22K	Hold	652	–	–	﹤0.01%	266
2021 Q2	$22K	Buy	+652	New	+$22.5K	﹤0.01%	254

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Country Trust Bank's IAU Position: Q2 2026 in Review

Country Trust Bank opened a new position in iShares Gold Trust (IAU) in Q2 2026: 75 shares worth $5.66K. The stake represents ﹤0.01% of the portfolio and ranks #416 among its holdings. This is a return to the name: Country Trust Bank previously reported a position in IAU as recently as Q3 2022.

Country Trust Bank first reported a position in IAU in Q2 2021 and has held it in 7 quarters since. The position peaked at $24K in Q1 2022. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Country Trust Bank held 75 shares of iShares Gold Trust worth $5.66K as of Q2 2026.
iShares Gold Trust was a new Country Trust Bank position in Q2 2026.
iShares Gold Trust made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #416 holding.
Country Trust Bank first reported a position in iShares Gold Trust in Q2 2021 and has held it in 7 quarters since.
Country Trust Bank's iShares Gold Trust position peaked at $24K in Q1 2022.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.