First Financial Bankshares’s iShares Gold Trust IAU Stock Holding History

First Financial Bankshares’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
2025 Q4	–	Sell	-4,348	Closed	-$316K	–	231
2025 Q3	$316K	Buy	4,348 +250	+6%	+$16.3K	0.01%	188
2025 Q2	$256K	Hold	4,098	–	–	0.01%	183
2025 Q1	$242K	Sell	4,098 -1,821	-31%	-$98.5K	0.01%	153
2024 Q4	$293K	Sell	5,919 -2,580	-30%	-$130K	0.01%	142
2024 Q3	$422K	Sell	8,499 -581	-6%	-$27.2K	0.01%	127
2024 Q2	$399K	Sell	9,080 -1,957	-18%	-$86.5K	0.01%	130
2024 Q1	$464K	Sell	11,037 -11,083	-50%	-$434K	0.01%	135
2023 Q4	$863K	Buy	+22,120	New	+$828K	0.02%	109

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

First Financial Bankshares's IAU Position: Q4 2025 in Review

First Financial Bankshares sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 4,348 shares — an estimated $316K sold.

First Financial Bankshares first reported a position in IAU in Q4 2023 and held it in 8 quarters. The position peaked at $863K in Q4 2023. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

First Financial Bankshares reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
First Financial Bankshares sold 4,348 iShares Gold Trust shares in Q4 2025, an estimated $316K.
First Financial Bankshares first reported a position in iShares Gold Trust in Q4 2023 and held it in 8 quarters.
First Financial Bankshares's iShares Gold Trust position peaked at $863K in Q4 2023.
1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on First Financial Bankshares's 13F filing for Q4 2025, filed 12 Feb 2026.