Mechanics Financial Corp’s iShares Gold Trust IAU Stock Holding History

Mechanics Financial Corp’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 Q1	$437K	Sell	4,954 -250	-5%	-$22.9K	0.18%	87
2025 Q4	$422K	Buy	5,204 +268	+5%	+$21K	0.16%	82
2025 Q3	$359K	Hold	4,936	–	–	0.14%	86
2025 Q2	$308K	Sell	4,936 -160	-3%	-$9.91K	0.13%	92
2025 Q1	$300K	Hold	5,096	–	–	0.14%	91
2024 Q4	$252K	Hold	5,096	–	–	0.11%	100
2024 Q3	$253K	Sell	5,096 -327	-6%	-$15.3K	0.11%	101
2024 Q2	$238K	Hold	5,423	–	–	0.12%	103
2024 Q1	$228K	Hold	5,423	–	–	0.12%	107
2023 Q4	$212K	Hold	5,423	–	–	0.12%	106
2023 Q3	$190K	Hold	5,423	–	–	0.1%	106
2023 Q2	$197K	Buy	5,423 +1,599	+42%	+$59.9K	0.11%	109
2023 Q1	$143K	Hold	3,824	–	–	0.08%	122
2022 Q4	$132K	Hold	3,824	–	–	0.08%	131
2022 Q3	$121K	Hold	3,824	–	–	0.08%	125
2022 Q2	$131K	Buy	+3,824	New	+$136K	0.08%	127
2022 Q1	–	Sell	-3,904	Closed	-$136K	–	222
2021 Q4	$136K	Buy	+3,904	New	+$133K	0.06%	128

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mechanics Financial Corp's IAU Position: Q1 2026 in Review

Mechanics Financial Corp reduced its iShares Gold Trust (IAU) stake by 4.8% in Q1 2026, selling an estimated $22.9K and leaving 4,954 shares worth $437K. The position accounts for 0.18% of the portfolio, ranked #87.

Mechanics Financial Corp first reported a position in IAU in Q4 2021 and has held it in 17 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Mechanics Financial Corp held 4,954 shares of iShares Gold Trust worth $437K as of Q1 2026.
Mechanics Financial Corp sold 250 iShares Gold Trust shares in Q1 2026, an estimated $22.9K.
iShares Gold Trust made up 0.18% of Mechanics Financial Corp's portfolio in Q1 2026, its #87 holding.
Mechanics Financial Corp first reported a position in iShares Gold Trust in Q4 2021 and has held it in 17 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.