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Missouri Trust & Investment Company’s iShares Gold Trust IAU Stock Holding History

Missouri Trust & Investment Company’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 		$70.5K Sell
800
-100
-11% -$9.17K 0.02% 196
2025
Q4 		$73.1K Sell
900
-100
-10% -$7.82K 0.02% 190
2025
Q3 		$72.8K Hold
1,000
– – 0.02% 193
2025
Q2 		$62.4K Hold
1,000
– – 0.02% 198
2025
Q1 		$59K Sell
1,000
-43
-4% -$2.33K 0.02% 197
2024
Q4 		$51.6K Hold
1,043
– – 0.02% 209
2024
Q3 		$51.8K Hold
1,043
– – 0.02% 206
2024
Q2 		$45.8K Sell
1,043
-150
-13% -$6.63K 0.02% 206
2024
Q1 		$50.1K Hold
1,193
– – 0.02% 209
2023
Q4 		$46.6K Hold
1,193
– – 0.02% 203
2023
Q3 		$41.7K Hold
1,193
– – 0.02% 197
2023
Q2 		$43.4K Hold
1,193
– – 0.02% 204
2023
Q1 		$44.6K Sell
1,193
-1,558
-57% -$55.9K 0.03% 176
2022
Q4 		$95K Hold
2,751
– – 0.06% 141
2022
Q3 		$87K Buy
2,751
+2,043
+289% +$67K 0.06% 137
2022
Q2 		$24K Buy
+708
New +$25.2K 0.02% 222

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 $666B 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 $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Missouri Trust & Investment Company's IAU Position: Q1 2026 in Review

Missouri Trust & Investment Company reduced its iShares Gold Trust (IAU) stake by 11% in Q1 2026, selling an estimated $9.17K and leaving 800 shares worth $70.5K. The position accounts for 0.02% of the portfolio, ranked #196.

Missouri Trust & Investment Company first reported a position in IAU in Q2 2022 and has held it in 16 quarters since. The position peaked at $95K in Q4 2022. 1,965 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Missouri Trust & Investment Company held 800 shares of iShares Gold Trust worth $70.5K as of Q1 2026.
  • Missouri Trust & Investment Company sold 100 iShares Gold Trust shares in Q1 2026, an estimated $9.17K.
  • iShares Gold Trust made up 0.02% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #196 holding.
  • Missouri Trust & Investment Company first reported a position in iShares Gold Trust in Q2 2022 and has held it in 16 quarters since.
  • Missouri Trust & Investment Company's iShares Gold Trust position peaked at $95K in Q4 2022.
  • 1,965 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.