Independence Bank of Kentucky’s iShares Gold Trust IAU Stock Holding History

Independence Bank of Kentucky’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	$499K	Buy	6,602 +5,702	+634%	+$484K	0.06%	210
2026 Q1	$79.3K	Sell	900 -204	-18%	-$18.7K	0.01%	367
2025 Q4	$89.6K	Sell	1,104 -262	-19%	-$20.5K	0.01%	366
2025 Q3	$99.4K	Buy	1,366 +304	+29%	+$19.8K	0.01%	354
2025 Q2	$66.2K	Hold	1,062	–	–	0.01%	378
2025 Q1	$62.6K	Buy	1,062 +2	+0.2%	+$108	0.01%	379
2024 Q4	$52.5K	Buy	+1,060	New	+$53.3K	0.01%	389
2021 Q2	–	Sell	-230	Closed	-$7K	–	390
2021 Q1	$7K	Hold	230	–	–	﹤0.01%	347
2020 Q4	$8K	Sell	230 -687	-75%	-$24.6K	﹤0.01%	333
2020 Q3	$33K	Buy	+917	New	+$33.5K	0.02%	242
2019 Q4	–	Sell	-17	Closed	–	–	360
2019 Q3	$0	Hold	17	–	–	﹤0.01%	359
2019 Q2	$0	Hold	17	–	–	﹤0.01%	333
2019 Q1	$0	Buy	+17	New	+$425	﹤0.01%	354

Other funds holding IAU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independence Bank of Kentucky's IAU Position: Q2 2026 in Review

Independence Bank of Kentucky increased its iShares Gold Trust (IAU) stake by 634% in Q2 2026, buying an estimated $484K and bringing the position to 6,602 shares worth $499K. The position accounts for 0.06% of the portfolio, ranked #210.

Independence Bank of Kentucky first reported a position in IAU in Q1 2019 and has held it in 13 quarters since. 1,231 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Independence Bank of Kentucky held 6,602 shares of iShares Gold Trust worth $499K as of Q2 2026.
Independence Bank of Kentucky bought 5,702 iShares Gold Trust shares in Q2 2026, an estimated $484K.
iShares Gold Trust made up 0.06% of Independence Bank of Kentucky's portfolio in Q2 2026, its #210 holding.
Independence Bank of Kentucky first reported a position in iShares Gold Trust in Q1 2019 and has held it in 13 quarters since.
1,231 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.