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North Dallas Bank & Trust’s iShares Gold Trust IAU Stock Holding History

North Dallas 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 		$3.04M Buy
40,211
+770
+2% +$65.4K 1.8% 13
2026
Q1 		$3.48M Sell
39,441
-864
-2% -$79.3K 2.35% 11
2025
Q4 		$3.27M Buy
+40,305
New +$3.15M 2.13% 11
2025
Q2 		$2.47M Buy
+39,595
New +$2.45M 1.87% 14

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

North Dallas Bank & Trust increased its iShares Gold Trust (IAU) stake by 2% in Q2 2026, buying an estimated $65.4K and bringing the position to 40,211 shares worth $3.04M. The position accounts for 1.8% of the portfolio, ranked #13.

North Dallas Bank & Trust first reported a position in IAU in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.48M in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • North Dallas Bank & Trust held 40,211 shares of iShares Gold Trust worth $3.04M as of Q2 2026.
  • North Dallas Bank & Trust bought 770 iShares Gold Trust shares in Q2 2026, an estimated $65.4K.
  • iShares Gold Trust made up 1.8% of North Dallas Bank & Trust's portfolio in Q2 2026, its #13 holding.
  • North Dallas Bank & Trust first reported a position in iShares Gold Trust in Q2 2025 and has held it in 4 quarters since.
  • North Dallas Bank & Trust's iShares Gold Trust position peaked at $3.48M in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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