First United Bank & Trust’s iShares Gold Trust IAU Stock Holding History

First United Bank & 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 Q2	$144K	Hold	1,902	–	–	0.04%	171
2026 Q1	$168K	Hold	1,902	–	–	0.05%	151
2025 Q4	$154K	Sell	1,902 -240	-11%	-$18.8K	0.05%	160
2025 Q3	$156K	Hold	2,142	–	–	0.05%	164
2025 Q2	$134K	Buy	2,142 +240	+13%	+$14.9K	0.05%	165
2025 Q1	$112K	Hold	1,902	–	–	0.04%	175
2024 Q4	$94.2K	Hold	1,902	–	–	0.03%	181
2024 Q3	$94.5K	Hold	1,902	–	–	0.03%	183
2024 Q2	$83.6K	Hold	1,902	–	–	0.03%	198
2024 Q1	$79.9K	Hold	1,902	–	–	0.03%	205
2023 Q4	$74.2K	Buy	+1,902	New	+$71.2K	0.03%	203

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

First United Bank & Trust's IAU Position: Q2 2026 in Review

First United Bank & Trust held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,902 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #171.

First United Bank & Trust first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $168K in Q1 2026. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

First United Bank & Trust held 1,902 shares of iShares Gold Trust worth $144K as of Q2 2026.
First United Bank & Trust left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.04% of First United Bank & Trust's portfolio in Q2 2026, its #171 holding.
First United Bank & Trust first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
First United Bank & Trust's iShares Gold Trust position peaked at $168K in Q1 2026.
1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.