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United Community Bank’s iShares Gold Trust IAU Stock Holding History

United Community 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
Q1 		$3.6M Sell
40,841
-9,845
-19% -$903K 1.2% 16
2025
Q4 		$4.11M Buy
50,686
+1,874
+4% +$147K 1.56% 11
2025
Q3 		$3.55M Sell
48,812
-354
-0.7% -$23.1K 1.1% 12
2025
Q2 		$3.07M Sell
49,166
-6,680
-12% -$414K 1.05% 18
2025
Q1 		$3.29M Buy
55,846
+2,278
+4% +$123K 1.23% 11
2024
Q4 		$2.65M Sell
53,568
-10
-0% -$502 1.03% 18
2024
Q3 		$2.66M Buy
53,578
+24,386
+84% +$1.14M 1.04% 17
2024
Q2 		$1.28M Sell
29,192
-1,000
-3% -$44.2K 0.52% 48
2024
Q1 		$1.27M Sell
30,192
-1,200
-4% -$47K 0.49% 53
2023
Q4 		$1.23M Hold
31,392
– – 0.52% 52
2023
Q3 		$1.1M Hold
31,392
– – 0.54% 51
2023
Q2 		$1.14M Hold
31,392
– – 1% 28
2023
Q1 		$1.17M Hold
31,392
– – 1.11% 27
2022
Q4 		$1.09M Hold
31,392
– – 1.05% 27
2022
Q3 		$990K Hold
31,392
– – 1.03% 27
2022
Q2 		$1.08M Hold
31,392
– – 1.16% 28
2022
Q1 		$1.16M Hold
31,392
– – 1.16% 28
2021
Q4 		$1.09M Buy
+31,392
New +$1.07M 1.09% 29

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

United Community Bank's IAU Position: Q1 2026 in Review

United Community Bank reduced its iShares Gold Trust (IAU) stake by 19% in Q1 2026, selling an estimated $903K and leaving 40,841 shares worth $3.6M. The position accounts for 1.2% of the portfolio, ranked #16.

United Community Bank first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.11M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • United Community Bank held 40,841 shares of iShares Gold Trust worth $3.6M as of Q1 2026.
  • United Community Bank sold 9,845 iShares Gold Trust shares in Q1 2026, an estimated $903K.
  • iShares Gold Trust made up 1.2% of United Community Bank's portfolio in Q1 2026, its #16 holding.
  • United Community Bank first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • United Community Bank's iShares Gold Trust position peaked at $4.11M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.