First Bancorp’s iShares Gold Trust IAU Stock Holding History

First Bancorp’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 Q3	$148K	Buy	+1,900	New	+$152K	0.06%	154

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

First Bancorp's IAU Position: Q3 2026 in Review

First Bancorp opened a new position in iShares Gold Trust (IAU) in Q3 2026: 1,900 shares worth $148K. The stake represents 0.06% of the portfolio and ranks #154 among its holdings.

758 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

First Bancorp held 1,900 shares of iShares Gold Trust worth $148K as of Q3 2026.
iShares Gold Trust was a new First Bancorp position in Q3 2026.
iShares Gold Trust made up 0.06% of First Bancorp's portfolio in Q3 2026, its #154 holding.
758 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on First Bancorp's 13F filing for Q3 2026, filed 26 Oct 2026.