Trust Company of Vermont’s iShares Gold Trust IAU Stock Holding History

Trust Company of Vermont’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
2025 Q4	$588K	Buy	7,243 +3,148	+77%	+$246K	0.02%	243
2025 Q3	$298K	Buy	4,095 +500	+14%	+$32.6K	0.01%	303
2025 Q2	$224K	Hold	3,595	–	–	0.01%	337
2025 Q1	$212K	Sell	3,595 -101	-3%	-$5.46K	0.01%	335
2024 Q4	$183K	Buy	3,696 +954	+35%	+$47.9K	0.01%	356
2024 Q3	$136K	Hold	2,742	–	–	0.01%	373
2024 Q2	$120K	Buy	2,742 +533	+24%	+$23.6K	0.01%	370
2024 Q1	$92.8K	Buy	2,209 +440	+25%	+$17.2K	0.01%	396
2023 Q4	$69K	Hold	1,769	–	–	﹤0.01%	398
2023 Q3	$61.9K	Buy	+1,769	New	+$64.6K	﹤0.01%	435
2022 Q4	–	Sell	-835	Closed	-$26K	–	923
2022 Q3	$26K	Hold	835	–	–	﹤0.01%	570
2022 Q2	$29K	Buy	+835	New	+$29.7K	﹤0.01%	535
2022 Q1	–	Sell	-835	Closed	-$29K	–	510
2021 Q4	$29K	Buy	+835	New	+$28.5K	﹤0.01%	546
2021 Q3	–	Sell	-1,223	Closed	-$41K	–	495
2021 Q2	$41K	Hold	1,223	–	–	﹤0.01%	500
2021 Q1	$40K	Sell	1,223 -568	-32%	-$19.4K	﹤0.01%	493
2020 Q4	$65K	Buy	+1,791	New	+$64.1K	0.01%	425
2017 Q3	–	Sell	-378	Closed	-$9K	–	955
2017 Q2	$9K	Hold	378	–	–	﹤0.01%	748
2017 Q1	$9K	Buy	+378	New	+$8.88K	﹤0.01%	725
2014 Q4	–	Sell	-348	Closed	-$8K	–	819
2014 Q3	$8K	Buy	+348	New	+$8.64K	﹤0.01%	671
2013 Q4	–	Sell	-178	Closed	-$5K	–	719
2013 Q3	$5K	Hold	178	–	–	﹤0.01%	641
2013 Q2	$4K	Buy	+178	New	+$4.9K	﹤0.01%	643

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Trust Company of Vermont's IAU Position: Q4 2025 in Review

Trust Company of Vermont increased its iShares Gold Trust (IAU) stake by 77% in Q4 2025, buying an estimated $246K and bringing the position to 7,243 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #243.

Trust Company of Vermont first reported a position in IAU in Q2 2013 and has held it in 21 quarters since. 1,924 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Trust Company of Vermont held 7,243 shares of iShares Gold Trust worth $588K as of Q4 2025.
Trust Company of Vermont bought 3,148 iShares Gold Trust shares in Q4 2025, an estimated $246K.
iShares Gold Trust made up 0.02% of Trust Company of Vermont's portfolio in Q4 2025, its #243 holding.
Trust Company of Vermont first reported a position in iShares Gold Trust in Q2 2013 and has held it in 21 quarters since.
1,924 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.