Tompkins Financial’s iShares Gold Trust IAU Stock Holding History

Tompkins Financial’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 Q3	$18K	Hold	230	–	–	﹤0.01%	424
2026 Q2	$17.4K	Buy	+230	New	+$19.5K	﹤0.01%	415
2026 Q1	–	Sell	-1,095	Closed	-$88.9K	–	616
2025 Q4	$88.9K	Buy	1,095 +47	+4%	+$3.68K	0.01%	257
2025 Q3	$76.3K	Hold	1,048	–	–	0.01%	282
2025 Q2	$65.4K	Hold	1,048	–	–	0.01%	290
2025 Q1	$61.8K	Hold	1,048	–	–	0.01%	305
2024 Q4	$51.9K	Hold	1,048	–	–	﹤0.01%	318
2024 Q3	$52.1K	Sell	1,048 -405	-28%	-$19K	0.01%	332
2024 Q2	$63.8K	Hold	1,453	–	–	0.01%	320
2024 Q1	$61K	Hold	1,453	–	–	0.01%	330
2023 Q4	$56.7K	Buy	+1,453	New	+$54.4K	0.01%	331
2023 Q3	–	Sell	-94	Closed	-$3.42K	–	603
2023 Q2	$3.42K	Buy	+94	New	+$3.52K	﹤0.01%	543
2021 Q1	$33K	Hold	1,016	–	–	0.01%	288
2020 Q4	$37K	Hold	1,016	–	–	0.01%	271
2020 Q3	$37K	Buy	+1,016	New	+$37.1K	0.01%	264

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Tompkins Financial's IAU Position: Q3 2026 in Review

Tompkins Financial held its iShares Gold Trust (IAU) position steady in Q3 2026 at 230 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Tompkins Financial first reported a position in IAU in Q3 2020 and has held it in 15 quarters since. The position peaked at $88.9K in Q4 2025. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Tompkins Financial held 230 shares of iShares Gold Trust worth $18K as of Q3 2026.
Tompkins Financial left its iShares Gold Trust share count unchanged in Q3 2026.
iShares Gold Trust made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #424 holding.
Tompkins Financial first reported a position in iShares Gold Trust in Q3 2020 and has held it in 15 quarters since.
Tompkins Financial's iShares Gold Trust position peaked at $88.9K in Q4 2025.
641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.