Indiana Trust & Investment Management’s iShares Gold Trust IAU Stock Holding History

Indiana Trust & Investment Management’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	$552K	Hold	7,307	–	–	0.15%	101
2026 Q1	$644K	Buy	7,307 +422	+6%	+$38.7K	0.2%	89
2025 Q4	$559K	Hold	6,885	–	–	0.16%	98
2025 Q3	$501K	Hold	6,885	–	–	0.15%	105
2025 Q2	$429K	Hold	6,885	–	–	0.14%	111
2025 Q1	$406K	Hold	6,885	–	–	0.15%	114
2024 Q4	$341K	Hold	6,885	–	–	0.12%	131
2024 Q3	$342K	Hold	6,885	–	–	0.12%	127
2024 Q2	$302K	Hold	6,885	–	–	0.11%	126
2024 Q1	$289K	Hold	6,885	–	–	0.12%	133
2023 Q4	$269K	Hold	6,885	–	–	0.12%	132
2023 Q3	$241K	Buy	+6,885	New	+$251K	0.12%	131
2021 Q3	–	Sell	-14,808	Closed	-$268K	–	120
2021 Q2	$268K	Buy	14,808 +7,404	+100%	+$256K	0.15%	95
2021 Q1	$241K	Hold	7,404	–	–	0.13%	101
2020 Q4	$268K	Hold	7,404	–	–	0.15%	95
2020 Q3	$266K	Buy	7,404 +294	+4%	+$10.7K	0.16%	93
2020 Q2	$242K	Hold	7,110	–	–	0.15%	98
2020 Q1	$214K	Hold	7,110	–	–	0.15%	97
2019 Q4	$206K	Hold	7,110	–	–	0.11%	112
2019 Q3	$201K	Hold	7,110	–	–	0.11%	110
2019 Q2	$192K	Hold	7,110	–	–	0.11%	116
2019 Q1	$176K	Sell	7,110 -500	-7%	-$12.5K	0.09%	112
2018 Q4	$187K	Hold	7,610	–	–	0.1%	108
2018 Q3	$174K	Sell	7,610 -188	-2%	-$4.37K	0.08%	121
2018 Q2	$187K	Hold	7,798	–	–	0.09%	122
2018 Q1	$199K	Hold	7,798	–	–	0.09%	125
2017 Q4	$195K	Hold	7,798	–	–	0.09%	126
2017 Q3	$192K	Hold	7,798	–	–	0.09%	120
2017 Q2	$186K	Sell	7,798 -340	-4%	-$8.23K	0.09%	120
2017 Q1	$195K	Hold	8,138	–	–	0.1%	118
2016 Q4	$180K	Sell	8,138 -1,562	-16%	-$36.6K	0.09%	113
2016 Q3	$246K	Hold	9,700	–	–	0.12%	103
2016 Q2	$248K	Hold	9,700	–	–	0.12%	106
2016 Q1	$230K	Sell	9,700 -1,093	-10%	-$25K	0.12%	108
2015 Q4	$247K	Buy	10,793 +1,093	+11%	+$23.3K	0.13%	99
2015 Q3	$209K	Sell	9,700 -943	-9%	-$20.5K	0.12%	110
2015 Q2	$241K	Hold	10,643	–	–	0.12%	108
2015 Q1	$244K	Sell	10,643 -150	-1%	-$3.54K	0.12%	99
2014 Q4	$247K	Hold	10,793	–	–	0.13%	99
2014 Q3	$253K	Sell	10,793 -689	-6%	-$17.1K	0.13%	96
2014 Q2	$296K	Sell	11,482 -1,475	-11%	-$36.9K	0.17%	91
2014 Q1	$322K	Hold	12,957	–	–	0.2%	87
2013 Q4	$303K	Sell	12,957 -50	-0.4%	-$1.24K	0.17%	86
2013 Q3	$336K	Sell	13,007 -150	-1%	-$3.87K	0.2%	81
2013 Q2	$316K	Buy	+13,157	New	+$362K	0.26%	81

Other funds holding IAU

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

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Indiana Trust & Investment Management's IAU Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 7,307 shares worth $552K. The position accounts for 0.15% of the portfolio, ranked #101.

Indiana Trust & Investment Management first reported a position in IAU in Q2 2013 and has held it in 45 quarters since. The position peaked at $644K in Q1 2026. 967 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Indiana Trust & Investment Management held 7,307 shares of iShares Gold Trust worth $552K as of Q2 2026.
Indiana Trust & Investment Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.15% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #101 holding.
Indiana Trust & Investment Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 45 quarters since.
Indiana Trust & Investment Management's iShares Gold Trust position peaked at $644K in Q1 2026.
967 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.