Eastern Bank’s iShares Gold Trust IAU Stock Holding History

Eastern 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	$3.05M	Sell	40,450 -189	-0.5%	-$16K	0.05%	134
2026 Q1	$3.58M	Buy	40,639 +4,887	+14%	+$448K	0.06%	135
2025 Q4	$2.9M	Buy	35,752 +2,787	+8%	+$218K	0.05%	125
2025 Q3	$2.4M	Sell	32,965 -2,089	-6%	-$136K	0.04%	135
2025 Q2	$2.19M	Buy	35,054 +3,139	+10%	+$195K	0.04%	144
2025 Q1	$1.88M	Buy	31,915 +4,992	+19%	+$270K	0.04%	157
2024 Q4	$1.33M	Sell	26,923 -4,568	-15%	-$230K	0.02%	192
2024 Q3	$1.57M	Buy	+31,491	New	+$1.47M	0.03%	196
2019 Q3	–	Sell	-8,970	Closed	-$242K	–	201
2019 Q2	$242K	Buy	+8,970	New	+$225K	0.02%	179
2013 Q4	–	Sell	-9,000	Closed	-$232K	–	200
2013 Q3	$232K	Hold	9,000	–	–	0.02%	193
2013 Q2	$216K	Buy	+9,000	New	+$248K	0.02%	196

Other funds holding IAU

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Eastern Bank's IAU Position: Q2 2026 in Review

Eastern Bank reduced its iShares Gold Trust (IAU) stake by 0.47% in Q2 2026, selling an estimated $16K and leaving 40,450 shares worth $3.05M. The position accounts for 0.05% of the portfolio, ranked #134.

Eastern Bank first reported a position in IAU in Q2 2013 and has held it in 11 quarters since. The position peaked at $3.58M in Q1 2026. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Eastern Bank held 40,450 shares of iShares Gold Trust worth $3.05M as of Q2 2026.
Eastern Bank sold 189 iShares Gold Trust shares in Q2 2026, an estimated $16K.
iShares Gold Trust made up 0.05% of Eastern Bank's portfolio in Q2 2026, its #134 holding.
Eastern Bank first reported a position in iShares Gold Trust in Q2 2013 and has held it in 11 quarters since.
Eastern Bank's iShares Gold Trust position peaked at $3.58M in Q1 2026.
348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.