FineMark National Bank & Trust’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $10M | Sell |
123,571
-4,264
| -3% | -$333K | 0.31% | 79 |
|
|
2025
Q3 | $9.3M | Buy |
127,835
+10,409
| +9% | +$679K | 0.3% | 85 |
|
|
2025
Q2 | $7.32M | Buy |
117,426
+335
| +0.3% | +$20.8K | 0.25% | 94 |
|
|
2025
Q1 | $6.9M | Buy |
117,091
+6,300
| +6% | +$341K | 0.25% | 99 |
|
|
2024
Q4 | $5.49M | Buy |
110,791
+6,360
| +6% | +$320K | 0.19% | 107 |
|
|
2024
Q3 | $5.19M | Sell |
104,431
-422
| -0.4% | -$19.8K | 0.18% | 112 |
|
|
2024
Q2 | $4.61M | Sell |
104,853
-5,831
| -5% | -$258K | 0.17% | 113 |
|
|
2024
Q1 | $4.65M | Buy |
110,684
+7,764
| +8% | +$304K | 0.17% | 109 |
|
|
2023
Q4 | $4.02M | Sell |
102,920
-266
| -0.3% | -$9.95K | 0.16% | 112 |
|
|
2023
Q3 | $3.61M | Sell |
103,186
-3,820
| -4% | -$139K | 0.16% | 116 |
|
|
2023
Q2 | $3.89M | Sell |
107,006
-1,765
| -2% | -$66.2K | 0.16% | 117 |
|
|
2023
Q1 | $4.06M | Sell |
108,771
-23,375
| -18% | -$839K | 0.17% | 114 |
|
|
2022
Q4 | $4.57M | Sell |
132,146
-54,313
| -29% | -$1.78M | 0.21% | 105 |
|
|
2022
Q3 | $5.88M | Sell |
186,459
-112,691
| -38% | -$3.69M | 0.28% | 86 |
|
|
2022
Q2 | $10.3M | Buy |
299,150
+24,850
| +9% | +$884K | 0.45% | 53 |
|
|
2022
Q1 | $10.1M | Buy |
274,300
+54,442
| +25% | +$1.94M | 0.4% | 61 |
|
|
2021
Q4 | $7.65M | Buy |
219,858
+9,180
| +4% | +$314K | 0.29% | 79 |
|
|
2021
Q3 | $7.04M | Buy |
210,678
+33,936
| +19% | +$1.16M | 0.3% | 79 |
|
|
2021
Q2 | $5.96M | Buy |
176,742
+19,861
| +13% | +$687K | 0.24% | 90 |
|
|
2021
Q1 | $5.1M | Buy |
156,881
+34,517
| +28% | +$1.18M | 0.22% | 94 |
|
|
2020
Q4 | $4.44M | Buy |
122,364
+37,973
| +45% | +$1.36M | 0.2% | 94 |
|
|
2020
Q3 | $3.04M | Buy |
84,391
+77,908
| +1,202% | +$2.85M | 0.15% | 104 |
|
|
2020
Q2 | $220K | Buy |
+6,483
| New | +$212K | 0.01% | 338 |
|
|
2016
Q2 | – | Sell |
-63
| Closed | -$1K | – | 1399 |
|
|
2016
Q1 | $1K | Hold |
63
| – | – | ﹤0.01% | 1222 |
|
|
2015
Q4 | $1K | Hold |
63
| – | – | ﹤0.01% | 1267 |
|
|
2015
Q3 | $1K | Hold |
63
| – | – | ﹤0.01% | 1397 |
|
|
2015
Q2 | $1K | Hold |
63
| – | – | ﹤0.01% | 1341 |
|
|
2015
Q1 | $1K | Sell |
63
-2,500
| -98% | -$58.9K | ﹤0.01% | 1325 |
|
|
2014
Q4 | $59K | Buy |
2,563
+2,500
| +3,968% | +$58.1K | 0.01% | 615 |
|
|
2014
Q3 | $1K | Hold |
63
| – | – | ﹤0.01% | 1318 |
|
|
2014
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 1286 |
|
|
2014
Q1 | $2K | Sell |
63
-1,000
| -94% | -$25.1K | ﹤0.01% | 1283 |
|
|
2013
Q4 | $25K | Hold |
1,063
| – | – | 0.01% | 757 |
|
|
2013
Q3 | $27K | Sell |
1,063
-4,721
| -82% | -$122K | 0.01% | 713 |
|
|
2013
Q2 | $139K | Buy |
+5,784
| New | +$159K | 0.04% | 331 |
|
Other funds holding IAU
FineMark National Bank & Trust's IAU Position: Q4 2025 in Review
FineMark National Bank & Trust reduced its iShares Gold Trust (IAU) stake by 3.3% in Q4 2025, selling an estimated $333K and leaving 123,571 shares worth $10M. The position accounts for 0.31% of the portfolio, ranked #79.
FineMark National Bank & Trust first reported a position in IAU in Q2 2013 and has held it in 35 quarters since. The position peaked at $10.3M in Q2 2022. 1,921 funds tracked by Wall St. Rank hold IAU as of Q4 2025.
- FineMark National Bank & Trust held 123,571 shares of iShares Gold Trust worth $10M as of Q4 2025.
- FineMark National Bank & Trust sold 4,264 iShares Gold Trust shares in Q4 2025, an estimated $333K.
- iShares Gold Trust made up 0.31% of FineMark National Bank & Trust's portfolio in Q4 2025, its #79 holding.
- FineMark National Bank & Trust first reported a position in iShares Gold Trust in Q2 2013 and has held it in 35 quarters since.
- FineMark National Bank & Trust's iShares Gold Trust position peaked at $10.3M in Q2 2022.
- 1,921 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.
Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.