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First Bank & Trust’s iShares Gold Trust IAU Stock Holding History

First Bank & Trust’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 		$1.1M Buy
14,533
+548
+4% +$46.5K 0.16% 107
2026
Q1 		$1.23M Buy
13,985
+428
+3% +$39.3K 0.2% 91
2025
Q4 		$1.1M Buy
13,557
+506
+4% +$39.6K 0.18% 96
2025
Q3 		$950K Buy
+13,051
New +$851K 0.16% 98

Other funds holding IAU

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
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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

First Bank & Trust's IAU Position: Q2 2026 in Review

First Bank & Trust increased its iShares Gold Trust (IAU) stake by 3.9% in Q2 2026, buying an estimated $46.5K and bringing the position to 14,533 shares worth $1.1M. The position accounts for 0.16% of the portfolio, ranked #107.

First Bank & Trust first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q1 2026. 524 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • First Bank & Trust held 14,533 shares of iShares Gold Trust worth $1.1M as of Q2 2026.
  • First Bank & Trust bought 548 iShares Gold Trust shares in Q2 2026, an estimated $46.5K.
  • iShares Gold Trust made up 0.16% of First Bank & Trust's portfolio in Q2 2026, its #107 holding.
  • First Bank & Trust first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • First Bank & Trust's iShares Gold Trust position peaked at $1.23M in Q1 2026.
  • 524 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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