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

Ledyard 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	$239K	Hold	3,171	–	–	0.02%	233
2026 Q1	$280K	Hold	3,171	–	–	0.02%	205
2025 Q4	$257K	Sell	3,171 -61	-2%	-$4.77K	0.02%	208
2025 Q3	$235K	Buy	+3,232	New	+$211K	0.02%	207
2019 Q1	–	Sell	-383	Closed	-$9K	–	430
2018 Q4	$9K	Hold	383	–	–	﹤0.01%	614
2018 Q3	$9K	Hold	383	–	–	﹤0.01%	609
2018 Q2	$9K	Hold	383	–	–	﹤0.01%	620
2018 Q1	$10K	Buy	+383	New	+$9.78K	﹤0.01%	637

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

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

Ledyard National Bank held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,171 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #233.

Ledyard National Bank first reported a position in IAU in Q1 2018 and has held it in 8 quarters since. The position peaked at $280K in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Ledyard National Bank held 3,171 shares of iShares Gold Trust worth $239K as of Q2 2026.
Ledyard National Bank left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.02% of Ledyard National Bank's portfolio in Q2 2026, its #233 holding.
Ledyard National Bank first reported a position in iShares Gold Trust in Q1 2018 and has held it in 8 quarters since.
Ledyard National Bank's iShares Gold Trust position peaked at $280K in Q1 2026.
964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.