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

First Financial Group’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 		$296K Sell
3,787
-16
-0.4% -$1.28K 0.23% 63
2026
Q2 		$287K Hold
3,803
– – 0.21% 66
2026
Q1 		$335K Buy
+3,803
New +$349K 0.27% 58

Other funds holding IAU

WealthNavi Inc
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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
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

First Financial Group's IAU Position: Q3 2026 in Review

First Financial Group reduced its iShares Gold Trust (IAU) stake by 0.42% in Q3 2026, selling an estimated $1.28K and leaving 3,787 shares worth $296K. The position accounts for 0.23% of the portfolio, ranked #63.

First Financial Group first reported a position in IAU in Q1 2026 and has held it in 3 quarters since. The position peaked at $335K in Q1 2026. 936 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • First Financial Group held 3,787 shares of iShares Gold Trust worth $296K as of Q3 2026.
  • First Financial Group sold 16 iShares Gold Trust shares in Q3 2026, an estimated $1.28K.
  • iShares Gold Trust made up 0.23% of First Financial Group's portfolio in Q3 2026, its #63 holding.
  • First Financial Group first reported a position in iShares Gold Trust in Q1 2026 and has held it in 3 quarters since.
  • First Financial Group's iShares Gold Trust position peaked at $335K in Q1 2026.
  • 936 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on First Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.