First Nebraska Trust’s iShares Gold Trust IAU Stock Holding History

First Nebraska 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 Q1	$749K	Hold	8,500	–	–	0.07%	116
2025 Q4	$690K	Hold	8,500	–	–	0.06%	115
2025 Q3	$619K	Hold	8,500	–	–	0.06%	117
2025 Q2	$530K	Hold	8,500	–	–	0.05%	123
2025 Q1	$501K	Hold	8,500	–	–	0.05%	122
2024 Q4	$421K	Hold	8,500	–	–	0.04%	137
2024 Q3	$422K	Hold	8,500	–	–	0.04%	137
2024 Q2	$373K	Hold	8,500	–	–	0.04%	141
2024 Q1	$357K	Hold	8,500	–	–	0.04%	141
2023 Q4	$332K	Hold	8,500	–	–	0.04%	141
2023 Q3	$297K	Hold	8,500	–	–	0.04%	141
2023 Q2	$309K	Hold	8,500	–	–	0.04%	136
2023 Q1	$318K	Hold	8,500	–	–	0.04%	134
2022 Q4	$294K	Hold	8,500	–	–	0.04%	138
2022 Q3	$268K	Hold	8,500	–	–	0.04%	134
2022 Q2	$292K	Hold	8,500	–	–	0.04%	134
2022 Q1	$313K	Hold	8,500	–	–	0.04%	136
2021 Q4	$296K	Hold	8,500	–	–	0.04%	144
2021 Q3	$284K	Hold	8,500	–	–	0.04%	140
2021 Q2	$287K	Hold	8,500	–	–	0.04%	143
2021 Q1	$276K	Hold	8,500	–	–	0.04%	144
2020 Q4	$308K	Hold	8,500	–	–	0.04%	124
2020 Q3	$306K	Hold	8,500	–	–	0.05%	122
2020 Q2	$289K	Hold	8,500	–	–	0.05%	124
2020 Q1	$256K	Hold	8,500	–	–	0.06%	116
2019 Q4	$247K	Hold	8,500	–	–	0.04%	132
2019 Q3	$240K	Hold	8,500	–	–	0.04%	130
2019 Q2	$230K	Hold	8,500	–	–	0.04%	134
2019 Q1	$210K	Hold	8,500	–	–	0.04%	136
2018 Q4	$209K	Hold	8,500	–	–	0.04%	124
2018 Q3	$194K	Hold	8,500	–	–	0.03%	139
2018 Q2	$204K	Hold	8,500	–	–	0.04%	136
2018 Q1	$216K	Hold	8,500	–	–	0.04%	130
2017 Q4	$213K	Hold	8,500	–	–	0.04%	133
2017 Q3	$209K	Hold	8,500	–	–	0.05%	135
2017 Q2	$203K	Hold	8,500	–	–	0.05%	139
2017 Q1	$204K	Hold	8,500	–	–	0.05%	123
2016 Q4	$188K	Hold	8,500	–	–	0.05%	108
2016 Q3	$216K	Hold	8,500	–	–	0.06%	104
2016 Q2	$217K	Hold	8,500	–	–	0.06%	104
2016 Q1	$202K	Hold	8,500	–	–	0.06%	106
2015 Q4	$174K	Hold	8,500	–	–	0.05%	102
2015 Q3	$183K	Hold	8,500	–	–	0.06%	92
2015 Q2	$193K	Hold	8,500	–	–	0.06%	97
2015 Q1	$195K	Hold	8,500	–	–	0.06%	98
2014 Q4	$194K	Hold	8,500	–	–	0.06%	102
2014 Q3	$199K	Hold	8,500	–	–	0.06%	96
2014 Q2	$219K	Hold	8,500	–	–	0.06%	90
2014 Q1	$211K	Hold	8,500	–	–	0.07%	87
2013 Q4	$199K	Hold	8,500	–	–	0.06%	91
2013 Q3	$219K	Buy	+8,500	New	+$219K	0.08%	84

Other funds holding IAU

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

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

First Nebraska Trust's IAU Position: Q1 2026 in Review

First Nebraska Trust held its iShares Gold Trust (IAU) position steady in Q1 2026 at 8,500 shares worth $749K. The position accounts for 0.07% of the portfolio, ranked #116.

First Nebraska Trust first reported a position in IAU in Q3 2013 and has held it in 51 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

First Nebraska Trust held 8,500 shares of iShares Gold Trust worth $749K as of Q1 2026.
First Nebraska Trust left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.07% of First Nebraska Trust's portfolio in Q1 2026, its #116 holding.
First Nebraska Trust first reported a position in iShares Gold Trust in Q3 2013 and has held it in 51 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.