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Essex Savings Bank’s iShares Gold Trust IAU Stock Holding History

Essex Savings 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 		$762K Sell
10,093
-33
-0.3% -$2.8K 0.16% 129
2026
Q1 		$893K Sell
10,126
-573
-5% -$52.6K 0.2% 105
2025
Q4 		$868K Buy
10,699
+1,022
+11% +$79.9K 0.19% 104
2025
Q3 		$704K Buy
9,677
+328
+4% +$21.4K 0.16% 125
2025
Q2 		$583K Sell
9,349
-711
-7% -$44.1K 0.14% 140
2025
Q1 		$593K Buy
10,060
+969
+11% +$52.4K 0.15% 131
2024
Q4 		$450K Buy
9,091
+791
+10% +$39.7K 0.11% 156
2024
Q3 		$413K Hold
8,300
– – 0.1% 171
2024
Q2 		$365K Sell
8,300
-875
-10% -$38.7K 0.1% 169
2024
Q1 		$358K Hold
9,175
– – 0.1% 170
2023
Q4 		$358K Hold
9,175
– – 0.1% 169
2023
Q3 		$321K Hold
9,175
– – 0.11% 161
2023
Q2 		$334K Hold
9,175
– – 0.11% 156
2023
Q1 		$343K Hold
9,175
– – 0.12% 155
2022
Q4 		$317K Hold
9,175
– – 0.11% 161
2022
Q3 		$289K Sell
9,175
-3,745
-29% -$123K 0.11% 158
2022
Q2 		$443K Buy
12,920
+4,518
+54% +$161K 0.17% 125
2022
Q1 		$310K Sell
8,402
-192
-2% -$6.86K 0.1% 170
2021
Q4 		$299K Hold
8,594
– – 0.1% 169
2021
Q3 		$296K Buy
+8,594
New +$293K 0.11% 168
2021
Q2 		– Sell
-8,075
Closed -$266K – 213
2021
Q1 		$266K Sell
8,075
-384
-5% -$13.1K 0.12% 160
2020
Q4 		$306K Hold
8,459
– – 0.14% 150
2020
Q3 		$304K Buy
8,459
+2,934
+53% +$107K 0.15% 143
2020
Q2 		$188K Buy
+5,525
New +$181K 0.11% 163
2019
Q3 		– Sell
-2,912
Closed -$79K – 378
2019
Q2 		$79K Buy
2,912
+1,000
+52% +$25.1K 0.03% 381
2019
Q1 		$47K Hold
1,912
– – 0.03% 301
2018
Q4 		$47K Buy
+1,912
New +$45K 0.03% 297

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Essex Savings Bank's IAU Position: Q2 2026 in Review

Essex Savings Bank reduced its iShares Gold Trust (IAU) stake by 0.33% in Q2 2026, selling an estimated $2.8K and leaving 10,093 shares worth $762K. The position accounts for 0.16% of the portfolio, ranked #129.

Essex Savings Bank first reported a position in IAU in Q4 2018 and has held it in 27 quarters since. The position peaked at $893K in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Essex Savings Bank held 10,093 shares of iShares Gold Trust worth $762K as of Q2 2026.
  • Essex Savings Bank sold 33 iShares Gold Trust shares in Q2 2026, an estimated $2.8K.
  • iShares Gold Trust made up 0.16% of Essex Savings Bank's portfolio in Q2 2026, its #129 holding.
  • Essex Savings Bank first reported a position in iShares Gold Trust in Q4 2018 and has held it in 27 quarters since.
  • Essex Savings Bank's iShares Gold Trust position peaked at $893K in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.