Hilltop National Bank’s iShares Gold Trust IAU Stock Holding History

Hilltop National 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 Q2	$5.58M	Sell	73,856 -1,316	-2%	-$112K	1.19%	18
2026 Q1	$6.63M	Buy	75,172 +732	+1%	+$67.1K	1.58%	10
2025 Q4	$6.04M	Buy	74,440 +750	+1%	+$58.7K	1.46%	10
2025 Q3	$5.36M	Sell	73,690 -2,260	-3%	-$147K	1.32%	13
2025 Q2	$4.74M	Buy	+75,950	New	+$4.71M	1.24%	15
2024 Q4	$4.12M	Sell	83,134 -695	-0.8%	-$34.9K	1.24%	14
2024 Q3	$4.17M	Sell	83,829 -4,918	-6%	-$230K	1.27%	10
2024 Q2	$3.9M	Sell	88,747 -7,421	-8%	-$328K	1.25%	11
2024 Q1	$4.04M	Buy	+96,168	New	+$3.77M	1.37%	11

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

Hilltop National Bank's IAU Position: Q2 2026 in Review

Hilltop National Bank reduced its iShares Gold Trust (IAU) stake by 1.8% in Q2 2026, selling an estimated $112K and leaving 73,856 shares worth $5.58M. The position accounts for 1.19% of the portfolio, ranked #18.

Hilltop National Bank first reported a position in IAU in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.63M in Q1 2026. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Hilltop National Bank held 73,856 shares of iShares Gold Trust worth $5.58M as of Q2 2026.
Hilltop National Bank sold 1,316 iShares Gold Trust shares in Q2 2026, an estimated $112K.
iShares Gold Trust made up 1.19% of Hilltop National Bank's portfolio in Q2 2026, its #18 holding.
Hilltop National Bank first reported a position in iShares Gold Trust in Q1 2024 and has held it in 9 quarters since.
Hilltop National Bank's iShares Gold Trust position peaked at $6.63M in Q1 2026.
1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.