Montecito Bank & Trust
- SEC CIK
- 0001422508
- Latest filing
- Oct 1, 2026
IAU holding history
iShares Gold Trust in every 13F filed by Montecito Bank & Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IAU overviewAll 13F holders of IAUFull Q3 2026 holdings
- Shares (Q3 2026)
- 3,630
- Value
- $283.5K
- % of portfolio
- <0.1%
- Quarters held
- 14
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2026 | 3,630 | $283.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2026 | 3,630 | $274.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 3,630 | $320.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 3,630 | $294.6K | <0.1% | −190−5.0% | Reduced | Holders |
| Q3 2025 | 3,820 | $278.0K | <0.1% | – | No prior filing | Holders |
| Q2 2025 | – | – | – | – | Not filed | Holders |
| Q1 2025 | 3,945 | $232.6K | <0.1% | +3,945 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −21,963−100.0% | Sold out | Holders |
| Q4 2022 | 21,963 | $759.0K | 0.2% | −2,315−9.5% | Reduced | Holders |
| Q3 2022 | 24,278 | $766.0K | 0.2% | −3,835−13.6% | Reduced | Holders |
| Q2 2022 | 28,113 | $965.0K | 0.2% | +6,378+29.3% | Added | Holders |
| Q1 2022 | 21,735 | $801.0K | 0.1% | −5,248−19.4% | Reduced | Holders |
| Q4 2021 | 26,983 | $939.0K | 0.2% | −8,128−23.1% | Reduced | Holders |
| Q3 2021 | 35,111 | $1.17M | 0.2% | −25,785−42.3% | Reduced | Holders |
| Q2 2021 | 60,896 | $2.05M | 0.4% | 00.0% | UnchangedConverted for a 1-for-2 split | Holders |
| Q1 2021 | 121,222 | $1.97M | 0.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.