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SouthState Corp’s iShares Gold Trust IAU Stock Holding History

SouthState Corp’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 		$429K Sell
5,683
-1,090
-16% -$92.5K 0.02% 272
2026
Q1 		$597K Sell
6,773
-2,443
-27% -$224K 0.03% 243
2025
Q4 		$748K Buy
9,216
+3,549
+63% +$278K 0.03% 226
2025
Q3 		$412K Sell
5,667
-98
-2% -$6.39K 0.02% 266
2025
Q2 		$360K Buy
5,765
+3,206
+125% +$199K 0.02% 295
2025
Q1 		$151K Buy
2,559
+25
+1% +$1.35K 0.01% 368
2024
Q4 		$125K Buy
2,534
+541
+27% +$27.2K 0.01% 293
2024
Q3 		$99.1K Buy
1,993
+106
+6% +$4.96K 0.01% 310
2024
Q2 		$82.9K Sell
1,887
-4,729
-71% -$209K 0.01% 325
2024
Q1 		$278K Buy
6,616
+4,089
+162% +$160K 0.02% 230
2023
Q4 		$98.6K Buy
2,527
+829
+49% +$31K 0.01% 290
2023
Q3 		$59.4K Buy
1,698
+1,627
+2,292% +$59.4K 0.01% 330
2023
Q2 		$2.58K Buy
+71
New +$2.66K ﹤0.01% 540
2013
Q4 		– Sell
-18,058
Closed -$466K – 262
2013
Q3 		$466K Buy
18,058
+10
+0.1% +$258 0.09% 168
2013
Q2 		$433K Buy
+18,048
New +$497K 0.09% 150

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

SouthState Corp's IAU Position: Q2 2026 in Review

SouthState Corp reduced its iShares Gold Trust (IAU) stake by 16% in Q2 2026, selling an estimated $92.5K and leaving 5,683 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #272.

SouthState Corp first reported a position in IAU in Q2 2013 and has held it in 15 quarters since. The position peaked at $748K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • SouthState Corp held 5,683 shares of iShares Gold Trust worth $429K as of Q2 2026.
  • SouthState Corp sold 1,090 iShares Gold Trust shares in Q2 2026, an estimated $92.5K.
  • iShares Gold Trust made up 0.02% of SouthState Corp's portfolio in Q2 2026, its #272 holding.
  • SouthState Corp first reported a position in iShares Gold Trust in Q2 2013 and has held it in 15 quarters since.
  • SouthState Corp's iShares Gold Trust position peaked at $748K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.