First Merchants Corp’s iShares Gold Trust IAU Stock Holding History

First Merchants Corp’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 Q2	–	Sell	-7,830	Closed	-$462K	–	377
2025 Q1	$462K	Hold	7,830	–	–	0.02%	282
2024 Q4	$388K	Buy	7,830 +600	+8%	+$30.1K	0.01%	315
2024 Q3	$359K	Buy	+7,230	New	+$338K	0.01%	323

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Merchants Corp's IAU Position: Q2 2025 in Review

First Merchants Corp sold out of iShares Gold Trust (IAU) in Q2 2025, closing a stake of 7,830 shares — an estimated $462K sold.

First Merchants Corp first reported a position in IAU in Q3 2024 and held it in 3 quarters. The position peaked at $462K in Q1 2025. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

First Merchants Corp reported no remaining iShares Gold Trust position as of Q2 2025 after selling out during the quarter.
First Merchants Corp sold 7,830 iShares Gold Trust shares in Q2 2025, an estimated $462K.
First Merchants Corp first reported a position in iShares Gold Trust in Q3 2024 and held it in 3 quarters.
First Merchants Corp's iShares Gold Trust position peaked at $462K in Q1 2025.
1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on First Merchants Corp's 13F filing for Q2 2025, filed 23 Jul 2025.