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NBT Bank’s iShares Gold Trust IAU Stock Holding History

NBT Bank’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 		$116K Hold
1,318
– – 0.01% 413
2025
Q4 		$107K Hold
1,318
– – 0.01% 418
2025
Q3 		$95.9K Hold
1,318
– – 0.01% 431
2025
Q2 		$82.2K Hold
1,318
– – 0.01% 444
2025
Q1 		$77.7K Hold
1,318
– – 0.01% 449
2024
Q4 		$65.3K Hold
1,318
– – ﹤0.01% 472
2024
Q3 		$65.5K Buy
+1,318
New +$61.7K ﹤0.01% 493
2024
Q2 		– Sell
-57
Closed -$2.4K – 601
2024
Q1 		$2.4K Sell
57
-12
-17% -$470 ﹤0.01% 539
2023
Q4 		$2.69K Buy
+69
New +$2.58K ﹤0.01% 528
2016
Q4 		– Sell
-5,403
Closed -$137K – 205
2016
Q3 		$137K Buy
+5,403
New +$139K 0.02% 204
2015
Q2 		– Sell
-6,038
Closed -$139K – 199
2015
Q1 		$139K Sell
6,038
-2,351
-28% -$55.4K 0.02% 201
2014
Q4 		$192K Sell
8,389
-19,079
-69% -$444K 0.03% 200
2014
Q3 		$643K Sell
27,468
-35,310
-56% -$877K 0.1% 134
2014
Q2 		$1.62M Sell
62,778
-23,642
-27% -$591K 0.25% 102
2014
Q1 		$2.15M Sell
86,420
-2,280
-3% -$57.2K 0.31% 89
2013
Q4 		$2.07M Sell
88,700
-1,295
-1% -$32K 0.3% 94
2013
Q3 		$2.32M Sell
89,995
-7,393
-8% -$191K 0.35% 87
2013
Q2 		$2.33M Buy
+97,388
New +$2.68M 0.35% 85

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 $377B 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 $5.72T AUM 30.48% 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 $235B AUM 32.99% 1-Year Est. Return

NBT Bank's IAU Position: Q1 2026 in Review

NBT Bank held its iShares Gold Trust (IAU) position steady in Q1 2026 at 1,318 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #413.

NBT Bank first reported a position in IAU in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.33M in Q2 2013. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • NBT Bank held 1,318 shares of iShares Gold Trust worth $116K as of Q1 2026.
  • NBT Bank left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.01% of NBT Bank's portfolio in Q1 2026, its #413 holding.
  • NBT Bank first reported a position in iShares Gold Trust in Q2 2013 and has held it in 18 quarters since.
  • NBT Bank's iShares Gold Trust position peaked at $2.33M in Q2 2013.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.