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

First Citizens 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	–	Sell	-2,512	Closed	-$221K	–	661
2026 Q1	$221K	Sell	2,512 -16	-0.6%	-$1.47K	﹤0.01%	615
2025 Q4	$205K	Buy	+2,528	New	+$198K	﹤0.01%	630
2022 Q3	–	Sell	-8,452	Closed	-$290K	–	347
2022 Q2	$290K	Sell	8,452 -3,250	-28%	-$116K	0.01%	288
2022 Q1	$431K	Buy	11,702 +4,379	+60%	+$156K	0.02%	240
2021 Q4	$255K	Buy	+7,323	New	+$250K	0.01%	347
2018 Q3	–	Sell	-23,063	Closed	-$554K	–	433
2018 Q2	$554K	Hold	23,063	–	–	0.07%	222
2018 Q1	$587K	Buy	+23,063	New	+$589K	0.08%	217

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

First Citizens Bank & Trust sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,512 shares — an estimated $221K sold.

First Citizens Bank & Trust first reported a position in IAU in Q1 2018 and held it in 7 quarters. The position peaked at $587K in Q1 2018. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

First Citizens Bank & Trust reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
First Citizens Bank & Trust sold 2,512 iShares Gold Trust shares in Q2 2026, an estimated $221K.
First Citizens Bank & Trust first reported a position in iShares Gold Trust in Q1 2018 and held it in 7 quarters.
First Citizens Bank & Trust's iShares Gold Trust position peaked at $587K in Q1 2018.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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