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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Tompkins Financial's IAU Position: Q2 2026 in Review

Tompkins Financial opened a new position in iShares Gold Trust (IAU) in Q2 2026: 230 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #415 among its holdings. This is a return to the name: Tompkins Financial previously reported a position in IAU as recently as Q4 2025.

Tompkins Financial first reported a position in IAU in Q3 2020 and has held it in 14 quarters since. The position peaked at $88.9K in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Tompkins Financial held 230 shares of iShares Gold Trust worth $17.4K as of Q2 2026.
iShares Gold Trust was a new Tompkins Financial position in Q2 2026.
iShares Gold Trust made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #415 holding.
Tompkins Financial first reported a position in iShares Gold Trust in Q3 2020 and has held it in 14 quarters since.
Tompkins Financial's iShares Gold Trust position peaked at $88.9K in Q4 2025.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.