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Montecito Bank & Trust’s iShares Gold Trust IAU Stock Holding History

Montecito Bank & 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 		$274K Hold
3,630
– – 0.04% 245
2026
Q1 		$320K Hold
3,630
– – 0.05% 231
2025
Q4 		$295K Sell
3,630
-190
-5% -$14.9K 0.05% 240
2025
Q3 		$278K Buy
+3,820
New +$249K 0.04% 250
2025
Q1 		$233K Buy
+3,945
New +$213K 0.04% 265
2023
Q1 		– Sell
-21,963
Closed -$759K – 236
2022
Q4 		$759K Sell
21,963
-2,315
-10% -$76K 0.18% 134
2022
Q3 		$766K Sell
24,278
-3,835
-14% -$126K 0.2% 120
2022
Q2 		$965K Buy
28,113
+6,378
+29% +$227K 0.23% 106
2022
Q1 		$801K Sell
21,735
-5,248
-19% -$187K 0.15% 141
2021
Q4 		$939K Sell
26,983
-8,128
-23% -$278K 0.17% 126
2021
Q3 		$1.17M Sell
35,111
-25,785
-42% -$878K 0.23% 104
2021
Q2 		$2.05M Buy
60,896
+285
+0.5% +$9.85K 0.39% 65
2021
Q1 		$1.97M Sell
60,611
-1,149
-2% -$39.3K 0.41% 63
2020
Q4 		$2.24M Buy
61,760
+529
+0.9% +$18.9K 0.49% 50
2020
Q3 		$2.2M Buy
61,231
+5,791
+10% +$211K 0.56% 47
2020
Q2 		$1.88M Buy
55,440
+15,161
+38% +$497K 0.52% 49
2020
Q1 		$1.21M Buy
40,279
+12,247
+44% +$370K 0.4% 63
2019
Q4 		$813K Sell
28,032
-14,189
-34% -$402K 0.22% 90
2019
Q3 		$1.19M Buy
42,221
+9,449
+29% +$267K 0.35% 63
2019
Q2 		$885K Buy
32,772
+10,826
+49% +$271K 0.27% 86
2019
Q1 		$543K Buy
+21,946
New +$548K 0.17% 118

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Montecito Bank & Trust's IAU Position: Q2 2026 in Review

Montecito Bank & Trust held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,630 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #245.

Montecito Bank & Trust first reported a position in IAU in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.24M in Q4 2020. 409 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Montecito Bank & Trust held 3,630 shares of iShares Gold Trust worth $274K as of Q2 2026.
  • Montecito Bank & Trust left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.04% of Montecito Bank & Trust's portfolio in Q2 2026, its #245 holding.
  • Montecito Bank & Trust first reported a position in iShares Gold Trust in Q1 2019 and has held it in 21 quarters since.
  • Montecito Bank & Trust's iShares Gold Trust position peaked at $2.24M in Q4 2020.
  • 409 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.