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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

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

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 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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. 597 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.
597 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.