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Exchange Bank’s iShares Gold Trust IAU Stock Holding History

Exchange 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 		$852K Sell
11,283
-394
-3% -$33.4K 0.53% 55
2026
Q1 		$1.03M Buy
11,677
+1,688
+17% +$155K 0.71% 40
2025
Q4 		$811K Buy
9,989
+720
+8% +$56.3K 0.56% 52
2025
Q3 		$675K Buy
9,269
+484
+6% +$31.6K 0.47% 64
2025
Q2 		$548K Buy
8,785
+1,892
+27% +$117K 0.43% 68
2025
Q1 		$406K Buy
6,893
+723
+12% +$39.1K 0.33% 80
2024
Q4 		$305K Buy
+6,170
New +$310K 0.25% 91

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
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
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Exchange Bank's IAU Position: Q2 2026 in Review

Exchange Bank reduced its iShares Gold Trust (IAU) stake by 3.4% in Q2 2026, selling an estimated $33.4K and leaving 11,283 shares worth $852K. The position accounts for 0.53% of the portfolio, ranked #55.

Exchange Bank first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Exchange Bank held 11,283 shares of iShares Gold Trust worth $852K as of Q2 2026.
  • Exchange Bank sold 394 iShares Gold Trust shares in Q2 2026, an estimated $33.4K.
  • iShares Gold Trust made up 0.53% of Exchange Bank's portfolio in Q2 2026, its #55 holding.
  • Exchange Bank first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Exchange Bank's iShares Gold Trust position peaked at $1.03M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.