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

Farmers & Merchants Trust Company’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
Q1 		$533K Hold
6,048
– – 0.13% 107
2025
Q4 		$491K Buy
6,048
+73
+1% +$5.71K 0.11% 115
2025
Q3 		$435K Buy
+5,975
New +$390K 0.09% 137
2025
Q2 		– Sell
-4,978
Closed -$294K – 225
2025
Q1 		$294K Sell
4,978
-100
-2% -$5.41K 0.07% 157
2024
Q4 		$251K Buy
5,078
+650
+15% +$32.7K 0.06% 168
2024
Q3 		$220K Buy
+4,428
New +$207K 0.05% 178

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Farmers & Merchants Trust Company's IAU Position: Q1 2026 in Review

Farmers & Merchants Trust Company held its iShares Gold Trust (IAU) position steady in Q1 2026 at 6,048 shares worth $533K. The position accounts for 0.13% of the portfolio, ranked #107.

Farmers & Merchants Trust Company first reported a position in IAU in Q3 2024 and has held it in 6 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Farmers & Merchants Trust Company held 6,048 shares of iShares Gold Trust worth $533K as of Q1 2026.
  • Farmers & Merchants Trust Company left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.13% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #107 holding.
  • Farmers & Merchants Trust Company first reported a position in iShares Gold Trust in Q3 2024 and has held it in 6 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2026, filed 16 Apr 2026.