Washington Trust’s iShares Gold Trust IAU Stock Holding History

Washington Trust’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	$574K	Sell	6,510 -1,000	-13%	-$91.7K	0.02%	194
2025 Q4	$610K	Hold	7,510	–	–	0.02%	181
2025 Q3	$547K	Hold	7,510	–	–	0.02%	194
2025 Q2	$468K	Hold	7,510	–	–	0.02%	195
2025 Q1	$443K	Hold	7,510	–	–	0.02%	193
2024 Q4	$372K	Hold	7,510	–	–	0.01%	216
2024 Q3	$373K	Sell	7,510 -72	-0.9%	-$3.37K	0.01%	225
2024 Q2	$333K	Buy	7,582 +72	+1%	+$3.18K	0.01%	237
2024 Q1	$315K	Hold	7,510	–	–	0.01%	237
2023 Q4	$293K	Hold	7,510	–	–	0.01%	236
2023 Q3	$263K	Hold	7,510	–	–	0.01%	222
2023 Q2	$273K	Sell	7,510 -65	-0.9%	-$2.44K	0.01%	232
2023 Q1	$283K	Sell	7,575 -225	-3%	-$8.07K	0.01%	224
2022 Q4	$270K	Sell	7,800 -3,000	-28%	-$98.5K	0.01%	223
2022 Q3	$340K	Buy	10,800 +2,900	+37%	+$95K	0.02%	193
2022 Q2	$271K	Hold	7,900	–	–	0.01%	213
2022 Q1	$292K	Buy	7,900 +168	+2%	+$6K	0.01%	222
2021 Q4	$269K	Sell	7,732 -161	-2%	-$5.5K	0.01%	230
2021 Q3	$263K	Buy	+7,893	New	+$269K	0.01%	274
2021 Q2	–	Sell	-8,007	Closed	-$260K	–	1055
2021 Q1	$260K	Buy	8,007 +274	+4%	+$9.36K	0.01%	260
2020 Q4	$281K	Hold	7,733	–	–	0.01%	246
2020 Q3	$279K	Hold	7,733	–	–	0.01%	224
2020 Q2	$262K	Hold	7,733	–	–	0.01%	216
2020 Q1	$233K	Sell	7,733 -3,466	-31%	-$105K	0.01%	236
2019 Q4	$325K	Buy	11,199 +2,100	+23%	+$59.6K	0.01%	179
2019 Q3	$263K	Sell	9,099 -2,000	-18%	-$56.4K	0.01%	198
2019 Q2	$300K	Buy	11,099 +2,000	+22%	+$50.1K	0.02%	201
2019 Q1	$223K	Hold	9,099	–	–	0.01%	207
2018 Q4	$224K	Buy	9,099 +3,461	+61%	+$81.5K	0.01%	206
2018 Q3	$129K	Sell	5,638 -2,032	-26%	-$47.2K	0.01%	221
2018 Q2	$184K	Buy	7,670 +1,000	+15%	+$25.1K	0.01%	243
2018 Q1	$169K	Buy	6,670 +1,000	+18%	+$25.5K	0.01%	212
2017 Q4	$142K	Hold	5,670	–	–	0.01%	215
2017 Q3	$140K	Sell	5,670 -63	-1%	-$1.55K	0.01%	209
2017 Q2	$137K	Sell	5,733 -50	-0.9%	-$1.21K	0.01%	205
2017 Q1	$139K	Sell	5,783 -162	-3%	-$3.81K	0.01%	199
2016 Q4	$132K	Sell	5,945 -125	-2%	-$2.93K	0.01%	206
2016 Q3	$154K	Sell	6,070 -113	-2%	-$2.91K	0.01%	202
2016 Q2	$158K	Hold	6,183	–	–	0.01%	201
2016 Q1	$147K	Hold	6,183	–	–	0.01%	199
2015 Q4	$126K	Sell	6,183 -25	-0.4%	-$533	0.01%	201
2015 Q3	$134K	Sell	6,208 -817	-12%	-$17.8K	0.01%	199
2015 Q2	$159K	Hold	7,025	–	–	0.01%	207
2015 Q1	$161K	Buy	+7,025	New	+$166K	0.01%	209

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Washington Trust's IAU Position: Q1 2026 in Review

Washington Trust reduced its iShares Gold Trust (IAU) stake by 13% in Q1 2026, selling an estimated $91.7K and leaving 6,510 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #194.

Washington Trust first reported a position in IAU in Q1 2015 and has held it in 44 quarters since. The position peaked at $610K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Washington Trust held 6,510 shares of iShares Gold Trust worth $574K as of Q1 2026.
Washington Trust sold 1,000 iShares Gold Trust shares in Q1 2026, an estimated $91.7K.
iShares Gold Trust made up 0.02% of Washington Trust's portfolio in Q1 2026, its #194 holding.
Washington Trust first reported a position in iShares Gold Trust in Q1 2015 and has held it in 44 quarters since.
Washington Trust's iShares Gold Trust position peaked at $610K in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Washington Trust's 13F filing for Q1 2026, filed 6 Apr 2026.