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UMB Bank’s iShares Gold Trust IAU Stock Holding History

UMB Bank’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 		$17.1M Sell
226,229
-19,980
-8% -$1.7M 0.22% 85
2026
Q1 		$21.7M Sell
246,209
-1,443
-0.6% -$132K 0.3% 69
2025
Q4 		$20.1M Sell
247,652
-9,764
-4% -$764K 0.27% 76
2025
Q3 		$18.7M Buy
257,416
+26,788
+12% +$1.75M 0.28% 68
2025
Q2 		$14.4M Buy
230,628
+844
+0.4% +$52.3K 0.22% 82
2025
Q1 		$13.5M Sell
229,784
-17,174
-7% -$929K 0.22% 85
2024
Q4 		$12.2M Sell
246,958
-13,559
-5% -$681K 0.19% 94
2024
Q3 		$12.9M Sell
260,517
-9,063
-3% -$424K 0.2% 98
2024
Q2 		$11.8M Buy
269,580
+25,247
+10% +$1.12M 0.19% 102
2024
Q1 		$10.3M Sell
244,333
-3,378
-1% -$132K 0.16% 117
2023
Q4 		$9.67M Sell
247,711
-9,234
-4% -$346K 0.14% 123
2023
Q3 		$8.99M Sell
256,945
-2,067
-0.8% -$75.4K 0.14% 126
2023
Q2 		$9.43M Buy
259,012
+1,382
+0.5% +$51.8K 0.14% 133
2023
Q1 		$9.63M Buy
257,630
+166,928
+184% +$5.99M 0.15% 129
2022
Q4 		$3.14M Sell
90,702
-3,921
-4% -$129K 0.05% 213
2022
Q3 		$2.98M Sell
94,623
-868
-0.9% -$28.4K 0.05% 212
2022
Q2 		$3.28M Buy
95,491
+2,490
+3% +$88.6K 0.05% 223
2022
Q1 		$3.42M Sell
93,001
-11,565
-11% -$413K 0.05% 237
2021
Q4 		$3.64M Buy
104,566
+25,294
+32% +$864K 0.05% 232
2021
Q3 		$2.65M Buy
79,272
+2,290
+3% +$78K 0.06% 173
2021
Q2 		$2.6M Sell
76,982
-15,054
-16% -$520K 0.06% 173
2021
Q1 		$2.99M Buy
92,036
+12,321
+15% +$421K 0.07% 161
2020
Q4 		$2.89M Sell
79,715
-6,443
-7% -$231K 0.08% 155
2020
Q3 		$2.93M Hold
86,158
– – 0.09% 151
2020
Q2 		$2.93M Buy
86,158
+36,769
+74% +$1.2M 0.09% 151
2020
Q1 		$1.49M Buy
49,389
+3,519
+8% +$106K 0.05% 182
2019
Q4 		$1.33M Sell
45,870
-7,672
-14% -$218K 0.04% 197
2019
Q3 		$1.51K Buy
53,542
+4,152
+8% +$117K 0.04% 194
2019
Q2 		$1.33K Hold
49,390
– – 0.03% 199
2019
Q1 		$1.22M Hold
49,390
– – 0.04% 204
2018
Q4 		$1.21K Sell
49,390
-761
-2% -$17.9K 0.04% 193
2018
Q3 		$1.15M Sell
50,151
-2,100
-4% -$48.8K 0.03% 205
2018
Q2 		$1.26M Sell
52,251
-1,329
-2% -$33.3K 0.04% 199
2018
Q1 		$1.36M Buy
53,580
+260
+0.5% +$6.64K 0.04% 197
2017
Q4 		$1.33M Hold
53,320
– – 0.04% 190
2017
Q3 		$1.31M Buy
53,320
+15,002
+39% +$369K 0.05% 190
2017
Q2 		$915K Buy
38,318
+425
+1% +$10.3K 0.03% 203
2017
Q1 		$910K Sell
37,893
-1,274
-3% -$29.9K 0.03% 200
2016
Q4 		$868K Buy
39,167
+4,449
+13% +$104K 0.03% 202
2016
Q3 		$881K Sell
34,718
-6,578
-16% -$169K 0.04% 202
2016
Q2 		$1.05M Sell
41,296
-74,447
-64% -$1.81M 0.04% 191
2016
Q1 		$2.75M Buy
115,743
+75,123
+185% +$1.72M 0.12% 131
2015
Q4 		$831K Buy
+40,620
New +$866K 0.04% 207

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

UMB Bank's IAU Position: Q2 2026 in Review

UMB Bank reduced its iShares Gold Trust (IAU) stake by 8.1% in Q2 2026, selling an estimated $1.7M and leaving 226,229 shares worth $17.1M. The position accounts for 0.22% of the portfolio, ranked #85.

UMB Bank first reported a position in IAU in Q4 2015 and has held it in 43 quarters since. The position peaked at $21.7M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • UMB Bank held 226,229 shares of iShares Gold Trust worth $17.1M as of Q2 2026.
  • UMB Bank sold 19,980 iShares Gold Trust shares in Q2 2026, an estimated $1.7M.
  • iShares Gold Trust made up 0.22% of UMB Bank's portfolio in Q2 2026, its #85 holding.
  • UMB Bank first reported a position in iShares Gold Trust in Q4 2015 and has held it in 43 quarters since.
  • UMB Bank's iShares Gold Trust position peaked at $21.7M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.