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 Q3	$2.79M	Sell	35,705 -4,745	-12%	-$380K	0.04%	139
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Eastern Bank's IAU Position: Q3 2026 in Review

Eastern Bank reduced its iShares Gold Trust (IAU) stake by 12% in Q3 2026, selling an estimated $380K and leaving 35,705 shares worth $2.79M. The position accounts for 0.04% of the portfolio, ranked #139.

Eastern Bank first reported a position in IAU in Q2 2013 and has held it in 12 quarters since. The position peaked at $3.58M in Q1 2026. 1,112 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Eastern Bank held 35,705 shares of iShares Gold Trust worth $2.79M as of Q3 2026.
Eastern Bank sold 4,745 iShares Gold Trust shares in Q3 2026, an estimated $380K.
iShares Gold Trust made up 0.04% of Eastern Bank's portfolio in Q3 2026, its #139 holding.
Eastern Bank first reported a position in iShares Gold Trust in Q2 2013 and has held it in 12 quarters since.
Eastern Bank's iShares Gold Trust position peaked at $3.58M in Q1 2026.
1,112 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.