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 Q2	$3.27M	Buy	43,322 +2,481	+6%	+$211K	1.01%	21
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 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

United Community Bank's IAU Position: Q2 2026 in Review

United Community Bank increased its iShares Gold Trust (IAU) stake by 6.1% in Q2 2026, buying an estimated $211K and bringing the position to 43,322 shares worth $3.27M. The position accounts for 1.01% of the portfolio, ranked #21.

United Community Bank first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.11M in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

United Community Bank held 43,322 shares of iShares Gold Trust worth $3.27M as of Q2 2026.
United Community Bank bought 2,481 iShares Gold Trust shares in Q2 2026, an estimated $211K.
iShares Gold Trust made up 1.01% of United Community Bank's portfolio in Q2 2026, its #21 holding.
United Community Bank first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
United Community Bank's iShares Gold Trust position peaked at $4.11M in Q4 2025.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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