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Grove Bank & Trust’s iShares Gold Trust IAU Stock Holding History

Grove 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 		$11.8M Buy
156,618
+10,150
+7% +$862K 1.17% 22
2026
Q1 		$12.9M Buy
146,468
+1,265
+0.9% +$116K 1.46% 16
2025
Q4 		$11.8M Buy
145,203
+3,135
+2% +$245K 1.33% 18
2025
Q3 		$10.3M Buy
142,068
+9,016
+7% +$588K 1.21% 17
2025
Q2 		$8.3M Buy
133,052
+119,981
+918% +$7.43M 1.03% 25
2025
Q1 		$771K Sell
13,071
-220
-2% -$11.9K 0.1% 120
2024
Q4 		$658K Sell
13,291
-94,699
-88% -$4.76M 0.09% 136
2024
Q3 		$5.37M Buy
107,990
+95,122
+739% +$4.45M 0.79% 26
2024
Q2 		$565K Hold
12,868
– – 0.09% 140
2024
Q1 		$541K Hold
12,868
– – 0.09% 145
2023
Q4 		$502K Buy
12,868
+443
+4% +$16.6K 0.09% 144
2023
Q3 		$435K Buy
12,425
+1,637
+15% +$59.7K 0.09% 152
2023
Q2 		$393K Hold
10,788
– – 0.08% 159
2023
Q1 		$403K Sell
10,788
-132
-1% -$4.74K 0.09% 155
2022
Q4 		$378K Sell
10,920
-19,590
-64% -$643K 0.08% 165
2022
Q3 		$962K Buy
30,510
+18,557
+155% +$608K 0.24% 90
2022
Q2 		$410K Buy
+11,953
New +$425K 0.1% 152
2022
Q1 		– Sell
-10,388
Closed -$362K – 235
2021
Q4 		$362K Hold
10,388
– – 0.07% 176
2021
Q3 		$347K Hold
10,388
– – 0.07% 175
2021
Q2 		$350K Sell
10,388
-1
-0% -$35 0.08% 171
2021
Q1 		$338K Hold
10,389
– – 0.08% 167
2020
Q4 		$377K Hold
10,389
– – 0.1% 148
2020
Q3 		$374K Hold
10,389
– – 0.11% 136
2020
Q2 		$353K Sell
10,389
-32,234
-76% -$1.06M 0.12% 138
2020
Q1 		$1.28M Buy
42,623
+10,389
+32% +$314K 0.51% 51
2019
Q4 		$935K Buy
+32,234
New +$914K 0.28% 89

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Grove Bank & Trust increased its iShares Gold Trust (IAU) stake by 6.9% in Q2 2026, buying an estimated $862K and bringing the position to 156,618 shares worth $11.8M. The position accounts for 1.17% of the portfolio, ranked #22.

Grove Bank & Trust first reported a position in IAU in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.9M in Q1 2026. 524 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Grove Bank & Trust held 156,618 shares of iShares Gold Trust worth $11.8M as of Q2 2026.
  • Grove Bank & Trust bought 10,150 iShares Gold Trust shares in Q2 2026, an estimated $862K.
  • iShares Gold Trust made up 1.17% of Grove Bank & Trust's portfolio in Q2 2026, its #22 holding.
  • Grove Bank & Trust first reported a position in iShares Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • Grove Bank & Trust's iShares Gold Trust position peaked at $12.9M in Q1 2026.
  • 524 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.