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Sandy Spring Bank’s iShares Gold Trust IAU Stock Holding History

Sandy Spring 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
2025
Q1 		$226K Buy
3,832
+188
+5% +$10.2K 0.01% 350
2024
Q4 		$180K Sell
3,644
-310
-8% -$15.6K 0.01% 384
2024
Q3 		$197K Buy
3,954
+743
+23% +$34.8K 0.01% 381
2024
Q2 		$141K Sell
3,211
-105
-3% -$4.64K 0.01% 406
2024
Q1 		$139K Sell
3,316
-2,483
-43% -$97.3K 0.01% 408
2023
Q4 		$226K Buy
5,799
+373
+7% +$14K 0.01% 344
2023
Q3 		$190K Sell
5,426
-2,276
-30% -$83.1K 0.01% 352
2023
Q2 		$280K Buy
7,702
+5,101
+196% +$191K 0.01% 318
2023
Q1 		$97.2K Hold
2,601
– – 0.01% 435
2022
Q4 		$90K Sell
2,601
-1,869
-42% -$61.4K 0.01% 440
2022
Q3 		$141K Hold
4,470
– – 0.01% 361
2022
Q2 		$153K Sell
4,470
-320
-7% -$11.4K 0.01% 356
2022
Q1 		$177K Sell
4,790
-80
-2% -$2.86K 0.01% 342
2021
Q4 		$170K Sell
4,870
-70
-1% -$2.39K 0.01% 359
2021
Q3 		$165K Sell
4,940
-450
-8% -$15.3K 0.01% 352
2021
Q2 		$182K Buy
5,390
+1,189
+28% +$41.1K 0.01% 346
2021
Q1 		$136K Buy
4,201
+500
+14% +$17.1K 0.01% 356
2020
Q4 		$134K Sell
3,701
-463
-11% -$16.6K 0.01% 351
2020
Q3 		$150K Buy
4,164
+48
+1% +$1.75K 0.01% 323
2020
Q2 		$139K Buy
4,116
+165
+4% +$5.41K 0.01% 321
2020
Q1 		$119K Hold
3,951
– – 0.01% 318
2019
Q4 		$115K Buy
3,951
+293
+8% +$8.31K 0.01% 355
2019
Q3 		$104K Sell
3,658
-87
-2% -$2.45K 0.01% 368
2019
Q2 		$101K Hold
3,745
– – 0.01% 366
2019
Q1 		$93K Sell
3,745
-1,175
-24% -$29.3K 0.01% 375
2018
Q4 		$121K Hold
4,920
– – 0.01% 328
2018
Q3 		$113K Buy
4,920
+447
+10% +$10.4K 0.01% 361
2018
Q2 		$107K Sell
4,473
-335
-7% -$8.4K 0.01% 376
2018
Q1 		$122K Hold
4,808
– – 0.01% 352
2017
Q4 		$121K Sell
4,808
-1,600
-25% -$39.3K 0.01% 328
2017
Q3 		$158K Buy
6,408
+3,258
+103% +$80.1K 0.02% 309
2017
Q2 		$75K Sell
3,150
-665
-17% -$16.1K 0.01% 405
2017
Q1 		$91K Sell
3,815
-1,086
-22% -$25.5K 0.01% 362
2016
Q4 		$109K Sell
4,901
-1,736
-26% -$40.7K 0.01% 339
2016
Q3 		$169K Sell
6,637
-353
-5% -$9.08K 0.02% 300
2016
Q2 		$179K Sell
6,990
-1,558
-18% -$37.9K 0.02% 297
2016
Q1 		$203K Sell
8,548
-4,386
-34% -$100K 0.02% 282
2015
Q4 		$264K Sell
12,934
-9,950
-43% -$212K 0.03% 255
2015
Q3 		$493K Sell
22,884
-1,510
-6% -$32.8K 0.06% 215
2015
Q2 		$553K Sell
24,394
-972
-4% -$22.4K 0.06% 209
2015
Q1 		$580K Buy
25,366
+100
+0.4% +$2.36K 0.07% 201
2014
Q4 		$578K Sell
25,266
-1,623
-6% -$37.7K 0.07% 197
2014
Q3 		$630K Buy
26,889
+4,712
+21% +$117K 0.08% 194
2014
Q2 		$571K Buy
22,177
+12,541
+130% +$314K 0.07% 200
2014
Q1 		$240K Buy
9,636
+649
+7% +$16.3K 0.04% 241
2013
Q4 		$210K Buy
8,987
+4,012
+81% +$99.1K 0.03% 248
2013
Q3 		$128K Sell
4,975
-250
-5% -$6.45K 0.02% 282
2013
Q2 		$125K Buy
+5,225
New +$144K 0.02% 272

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sandy Spring Bank's IAU Position: Q1 2025 in Review

Sandy Spring Bank increased its iShares Gold Trust (IAU) stake by 5.2% in Q1 2025, buying an estimated $10.2K and bringing the position to 3,832 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #350.

Sandy Spring Bank first reported a position in IAU in Q2 2013 and has held it in 48 quarters since. The position peaked at $630K in Q3 2014. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Sandy Spring Bank held 3,832 shares of iShares Gold Trust worth $226K as of Q1 2025.
  • Sandy Spring Bank bought 188 iShares Gold Trust shares in Q1 2025, an estimated $10.2K.
  • iShares Gold Trust made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #350 holding.
  • Sandy Spring Bank first reported a position in iShares Gold Trust in Q2 2013 and has held it in 48 quarters since.
  • Sandy Spring Bank's iShares Gold Trust position peaked at $630K in Q3 2014.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.