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Farmers & Merchants Investments Inc’s iShares Gold Trust IAU Stock Holding History

Farmers & Merchants Investments Inc’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 		$1.07M Sell
14,230
-1
-0% -$85 0.03% 208
2026
Q1 		$1.25M Sell
14,231
-105
-0.7% -$9.63K 0.03% 191
2025
Q4 		$1.16M Sell
14,336
-216
-1% -$16.9K 0.03% 193
2025
Q3 		$1.06M Buy
14,552
+16
+0.1% +$1.04K 0.03% 198
2025
Q2 		$906K Sell
14,536
-51
-0.3% -$3.16K 0.03% 204
2025
Q1 		$860K Hold
14,587
– – 0.03% 202
2024
Q4 		$722K Buy
14,587
+411
+3% +$20.7K 0.02% 215
2024
Q3 		$705K Hold
14,176
– – 0.02% 219
2024
Q2 		$623K Buy
14,176
+51
+0.4% +$2.25K 0.02% 221
2024
Q1 		$593K Hold
14,125
– – 0.02% 218
2023
Q4 		$551K Hold
14,125
– – 0.02% 227
2023
Q3 		$494K Hold
14,125
– – 0.02% 227
2023
Q2 		$514K Sell
14,125
-2,294
-14% -$86K 0.02% 229
2023
Q1 		$614K Buy
16,419
+1,327
+9% +$47.6K 0.02% 213
2022
Q4 		$522K Sell
15,092
-17,408
-54% -$572K 0.02% 230
2022
Q3 		$1.02M Hold
32,500
– – 0.05% 186
2022
Q2 		$1.11M Sell
32,500
-1,249
-4% -$44.4K 0.05% 185
2022
Q1 		$1.24M Sell
33,749
-6,797
-17% -$243K 0.05% 193
2021
Q4 		$1.41M Buy
40,546
+4,717
+13% +$161K 0.05% 189
2021
Q3 		$1.2M Buy
+35,829
New +$1.22M 0.05% 188
2015
Q1 		– Sell
-700
Closed -$16K – 749
2014
Q4 		$16K Hold
700
– – ﹤0.01% 420
2014
Q3 		$16K Hold
700
– – ﹤0.01% 421
2014
Q2 		$18K Hold
700
– – ﹤0.01% 408
2014
Q1 		$17K Hold
700
– – ﹤0.01% 416
2013
Q4 		$16K Hold
700
– – ﹤0.01% 429
2013
Q3 		$18K Hold
700
– – ﹤0.01% 398
2013
Q2 		$17K Buy
+700
New +$19.3K ﹤0.01% 407

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

Farmers & Merchants Investments Inc's IAU Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its iShares Gold Trust (IAU) stake by 0.01% in Q2 2026, selling an estimated $85 and leaving 14,230 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #208.

Farmers & Merchants Investments Inc first reported a position in IAU in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.41M in Q4 2021. 1,395 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Farmers & Merchants Investments Inc held 14,230 shares of iShares Gold Trust worth $1.07M as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 1 iShares Gold Trust share in Q2 2026, an estimated $85.
  • iShares Gold Trust made up 0.03% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #208 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares Gold Trust in Q2 2013 and has held it in 27 quarters since.
  • Farmers & Merchants Investments Inc's iShares Gold Trust position peaked at $1.41M in Q4 2021.
  • 1,395 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.