Security National Bank’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$280K Sell
3,708
-437
-11% -$37.1K 0.03% 138
2026
Q1
$365K Buy
4,145
+4,009
+2,948% +$368K 0.05% 116
2025
Q4
$11K Buy
+136
New +$10.6K ﹤0.01% 305

Other funds holding IAU

Security National Bank's IAU Position: Q2 2026 in Review

Security National Bank reduced its iShares Gold Trust (IAU) stake by 11% in Q2 2026, selling an estimated $37.1K and leaving 3,708 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #138.

Security National Bank first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $365K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Security National Bank held 3,708 shares of iShares Gold Trust worth $280K as of Q2 2026.
  • Security National Bank sold 437 iShares Gold Trust shares in Q2 2026, an estimated $37.1K.
  • iShares Gold Trust made up 0.03% of Security National Bank's portfolio in Q2 2026, its #138 holding.
  • Security National Bank first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Security National Bank's iShares Gold Trust position peaked at $365K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.