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

First Interstate Bank’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 Q1	–	Sell	-2,865	Closed	-$233K	–	194
2025 Q4	$233K	Sell	2,865 -162	-5%	-$12.7K	0.01%	184
2025 Q3	$220K	Buy	+3,027	New	+$197K	0.01%	187
2020 Q1	–	Sell	-1,038	Closed	-$30K	–	308
2019 Q4	$30K	Hold	1,038	–	–	0.01%	311
2019 Q3	$29K	Hold	1,038	–	–	0.01%	369
2019 Q2	$28K	Hold	1,038	–	–	0.01%	412
2019 Q1	$26K	Sell	1,038 -445	-30%	-$11.1K	0.01%	425
2018 Q4	$36K	Hold	1,483	–	–	0.01%	380
2018 Q3	$34K	Hold	1,483	–	–	0.01%	398
2018 Q2	$36K	Hold	1,483	–	–	0.01%	391
2018 Q1	$38K	Hold	1,483	–	–	0.01%	391
2017 Q4	$37K	Hold	1,483	–	–	0.01%	393
2017 Q3	$36K	Hold	1,483	–	–	0.01%	383
2017 Q2	$35K	Hold	1,483	–	–	0.01%	380
2017 Q1	$36K	Hold	1,483	–	–	0.01%	380
2016 Q4	$33K	Hold	1,483	–	–	0.01%	396
2016 Q3	$38K	Hold	1,483	–	–	0.01%	387
2016 Q2	$38K	Hold	1,483	–	–	0.01%	372
2016 Q1	$35K	Buy	1,483 +1,038	+233%	+$23.7K	0.01%	397
2015 Q4	$9K	Hold	445	–	–	﹤0.01%	602
2015 Q3	$10K	Buy	+445	New	+$9.67K	﹤0.01%	606

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

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

First Interstate Bank's IAU Position: Q1 2026 in Review

First Interstate Bank sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 2,865 shares — an estimated $233K sold.

First Interstate Bank first reported a position in IAU in Q3 2015 and held it in 20 quarters. The position peaked at $233K in Q4 2025. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

First Interstate Bank reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
First Interstate Bank sold 2,865 iShares Gold Trust shares in Q1 2026, an estimated $233K.
First Interstate Bank first reported a position in iShares Gold Trust in Q3 2015 and held it in 20 quarters.
First Interstate Bank's iShares Gold Trust position peaked at $233K in Q4 2025.
1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on First Interstate Bank's 13F filing for Q1 2026, filed 29 Apr 2026.