Umpqua Bank’s iShares Gold Trust IAU Stock Holding History

Umpqua 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	$319K	Buy	4,230 +1,152	+37%	+$97.8K	0.07%	141
2026 Q1	$271K	Buy	+3,078	New	+$282K	0.08%	143

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

Umpqua Bank's IAU Position: Q2 2026 in Review

Umpqua Bank increased its iShares Gold Trust (IAU) stake by 37% in Q2 2026, buying an estimated $97.8K and bringing the position to 4,230 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #141.

Umpqua Bank first reported a position in IAU in Q1 2026 and has held it in 2 quarters since. 1,879 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Umpqua Bank held 4,230 shares of iShares Gold Trust worth $319K as of Q2 2026.
Umpqua Bank bought 1,152 iShares Gold Trust shares in Q2 2026, an estimated $97.8K.
iShares Gold Trust made up 0.07% of Umpqua Bank's portfolio in Q2 2026, its #141 holding.
Umpqua Bank first reported a position in iShares Gold Trust in Q1 2026 and has held it in 2 quarters since.
1,879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.