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

Crews 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 		$102K Hold
1,350
– – 0.01% 296
2026
Q1 		$119K Hold
1,350
– – 0.02% 266
2025
Q4 		$110K Sell
1,350
-3
-0.2% -$235 0.02% 273
2025
Q3 		$98.5K Buy
1,353
+3
+0.2% +$196 0.01% 287
2025
Q2 		$84.2K Hold
1,350
– – 0.01% 303
2025
Q1 		$79.6K Hold
1,350
– – 0.01% 300
2024
Q4 		$66.8K Buy
+1,350
New +$67.8K 0.01% 314

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

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

Crews Bank & Trust held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,350 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #296.

Crews Bank & Trust first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Crews Bank & Trust held 1,350 shares of iShares Gold Trust worth $102K as of Q2 2026.
  • Crews Bank & Trust left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #296 holding.
  • Crews Bank & Trust first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's iShares Gold Trust position peaked at $119K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.