Rockland Trust’s iShares Gold Trust IAU Stock Holding History

Rockland 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	$347K	Buy	4,596 +190	+4%	+$16.1K	0.01%	257
2026 Q1	$388K	Buy	4,406 +432	+11%	+$39.6K	0.02%	251
2025 Q4	$323K	Buy	3,974 +800	+25%	+$62.6K	0.01%	259
2025 Q3	$231K	Buy	+3,174	New	+$207K	0.01%	284
2019 Q2	–	Sell	-67,614	Closed	-$1.67M	–	235
2019 Q1	$1.67M	Hold	67,614	–	–	0.18%	86
2018 Q4	$1.66M	Sell	67,614 -7,878	-10%	-$185K	0.2%	86
2018 Q3	$1.73M	Buy	75,492 +7,609	+11%	+$177K	0.21%	79
2018 Q2	$1.63M	Buy	67,883 +4,008	+6%	+$100K	0.21%	79
2018 Q1	$1.63M	Buy	63,875 +43,896	+220%	+$1.12M	0.21%	81
2017 Q4	$500K	Buy	+19,979	New	+$490K	0.06%	138

Other funds holding IAU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Rockland Trust's IAU Position: Q2 2026 in Review

Rockland Trust increased its iShares Gold Trust (IAU) stake by 4.3% in Q2 2026, buying an estimated $16.1K and bringing the position to 4,596 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #257.

Rockland Trust first reported a position in IAU in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.73M in Q3 2018. 1,016 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Rockland Trust held 4,596 shares of iShares Gold Trust worth $347K as of Q2 2026.
Rockland Trust bought 190 iShares Gold Trust shares in Q2 2026, an estimated $16.1K.
iShares Gold Trust made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #257 holding.
Rockland Trust first reported a position in iShares Gold Trust in Q4 2017 and has held it in 10 quarters since.
Rockland Trust's iShares Gold Trust position peaked at $1.73M in Q3 2018.
1,016 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.