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Sanibel Captiva Trust Company’s iShares Gold Trust IAU Stock Holding History

Sanibel Captiva Trust Company’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 		$1.51M Buy
19,990
+199
+1% +$16.9K 0.04% 219
2026
Q1 		$1.74M Buy
19,791
+283
+1% +$26K 0.05% 191
2025
Q4 		$1.58M Sell
19,508
-211
-1% -$16.5K 0.04% 196
2025
Q3 		$1.43M Hold
19,719
– – 0.04% 207
2025
Q2 		$1.23M Buy
19,719
+2,415
+14% +$150K 0.04% 208
2025
Q1 		$1.02M Hold
17,304
– – 0.03% 225
2024
Q4 		$857K Hold
17,304
– – 0.03% 233
2024
Q3 		$860K Hold
17,304
– – 0.03% 232
2024
Q2 		$760K Buy
17,304
+515
+3% +$22.8K 0.03% 226
2024
Q1 		$705K Sell
16,789
-40
-0.2% -$1.57K 0.02% 228
2023
Q4 		$657K Buy
+16,829
New +$630K 0.02% 214

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sanibel Captiva Trust Company's IAU Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its iShares Gold Trust (IAU) stake by 1% in Q2 2026, buying an estimated $16.9K and bringing the position to 19,990 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #219.

Sanibel Captiva Trust Company first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sanibel Captiva Trust Company held 19,990 shares of iShares Gold Trust worth $1.51M as of Q2 2026.
  • Sanibel Captiva Trust Company bought 199 iShares Gold Trust shares in Q2 2026, an estimated $16.9K.
  • iShares Gold Trust made up 0.04% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #219 holding.
  • Sanibel Captiva Trust Company first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's iShares Gold Trust position peaked at $1.74M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.