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
Q2 		$211K Buy
2,797
+69
+3% +$5.86K 0.01% 156
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Members Trust's IAU Position: Q2 2026 in Review

Members Trust increased its iShares Gold Trust (IAU) stake by 2.5% in Q2 2026, buying an estimated $5.86K and bringing the position to 2,797 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #156.

Members Trust first reported a position in IAU in Q3 2020 and has held it in 11 quarters since. The position peaked at $272K in Q1 2022. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Members Trust held 2,797 shares of iShares Gold Trust worth $211K as of Q2 2026.
  • Members Trust bought 69 iShares Gold Trust shares in Q2 2026, an estimated $5.86K.
  • iShares Gold Trust made up 0.01% of Members Trust's portfolio in Q2 2026, its #156 holding.
  • Members Trust first reported a position in iShares Gold Trust in Q3 2020 and has held it in 11 quarters since.
  • Members Trust's iShares Gold Trust position peaked at $272K in Q1 2022.
  • 1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Members Trust's 13F filing for Q2 2026, filed 31 Jul 2026.