Members Trust
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Members Trust’s iShares Gold Trust IAU Stock Holding History

Members Trust’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 		$241K Sell
2,728
-34
-1% -$3.12K 0.01% 136
2025
Q4 		$224K Sell
2,762
-20
-0.7% -$1.56K 0.01% 137
2025
Q3 		$202K Buy
+2,782
New +$181K 0.01% 143
2022
Q3 		– Sell
-7,226
Closed -$248K – 113
2022
Q2 		$248K Sell
7,226
-147
-2% -$5.23K 0.01% 91
2022
Q1 		$272K Buy
7,373
+294
+4% +$10.5K 0.01% 97
2021
Q4 		$246K Buy
7,079
+204
+3% +$6.97K 0.01% 106
2021
Q3 		$226K Hold
6,875
– – 0.01% 107
2021
Q2 		$232K Buy
6,875
+1,333
+24% +$46.1K 0.01% 113
2021
Q1 		$180K Buy
+5,542
New +$189K 0.01% 112
2020
Q4 		– Sell
-5,377
Closed -$193K – 113
2020
Q3 		$193K Buy
+5,377
New +$196K 0.01% 101

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return