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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
Q3 		$953K Sell
12,207
-2,326
-16% -$186K 0.14% 114
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

First Bank & Trust's IAU Position: Q3 2026 in Review

First Bank & Trust reduced its iShares Gold Trust (IAU) stake by 16% in Q3 2026, selling an estimated $186K and leaving 12,207 shares worth $953K. The position accounts for 0.14% of the portfolio, ranked #114.

First Bank & Trust first reported a position in IAU in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.23M in Q1 2026. 1,311 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • First Bank & Trust held 12,207 shares of iShares Gold Trust worth $953K as of Q3 2026.
  • First Bank & Trust sold 2,326 iShares Gold Trust shares in Q3 2026, an estimated $186K.
  • iShares Gold Trust made up 0.14% of First Bank & Trust's portfolio in Q3 2026, its #114 holding.
  • First Bank & Trust first reported a position in iShares Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • First Bank & Trust's iShares Gold Trust position peaked at $1.23M in Q1 2026.
  • 1,311 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on First Bank & Trust's 13F filing for Q3 2026, filed 19 Oct 2026.