LWM
IAU icon

Laidlaw Wealth Management’s iShares Gold Trust IAU Stock Holding History

Laidlaw Wealth Management’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 		– Sell
-2,410
Closed -$212K – 65
2026
Q1 		$212K Buy
+2,410
New +$221K 0.74% 38
2025
Q1 		– Sell
-49,645
Closed -$2.46M – 96
2024
Q4 		$2.46M Sell
49,645
-815
-2% -$41K 1.07% 23
2024
Q3 		$2.51M Sell
50,460
-2,173
-4% -$102K 1.24% 22
2024
Q2 		$2.31M Sell
52,633
-1,048
-2% -$46.3K 1.27% 22
2024
Q1 		$2.26M Sell
53,681
-5,577
-9% -$219K 1.26% 19
2023
Q4 		$2.31M Sell
59,258
-33,821
-36% -$1.27M 0.84% 29
2023
Q3 		$3.26M Sell
93,079
-12,676
-12% -$463K 1.08% 18
2023
Q2 		$3.85M Sell
105,755
-1,522
-1% -$57.1K 0.75% 30
2023
Q1 		$4.01M Sell
107,277
-5,555
-5% -$199K 0.82% 25
2022
Q4 		$3.9M Sell
112,832
-3,627
-3% -$119K 0.84% 23
2022
Q3 		$3.67M Buy
116,459
+2,663
+2% +$87.3K 0.86% 24
2022
Q2 		$3.9M Sell
113,796
-3,844
-3% -$137K 0.8% 26
2022
Q1 		$4.33M Buy
117,640
+2,167
+2% +$77.4K 0.72% 30
2021
Q4 		$4.02M Buy
115,473
+8,865
+8% +$303K 0.64% 35
2021
Q3 		$3.56M Sell
106,608
-6,404
-6% -$218K 0.91% 28
2021
Q2 		$3.81M Buy
113,012
+9,181
+9% +$317K 0.98% 25
2021
Q1 		$3.38M Buy
103,831
+14,810
+17% +$506K 1.15% 20
2020
Q4 		$3.23M Buy
89,021
+11,792
+15% +$422K 0.68% 32
2020
Q3 		$2.78M Buy
77,229
+16,317
+27% +$596K 1.23% 13
2020
Q2 		$2.07M Buy
60,912
+8,810
+17% +$289K 1.08% 20
2020
Q1 		$1.57M Buy
52,102
+10,093
+24% +$305K 1.03% 27
2019
Q4 		$1.22M Buy
+42,009
New +$1.19M 0.77% 47

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Laidlaw Wealth Management's IAU Position: Q2 2026 in Review

Laidlaw Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,410 shares — an estimated $212K sold.

Laidlaw Wealth Management first reported a position in IAU in Q4 2019 and held it in 22 quarters. The position peaked at $4.33M in Q1 2022. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Laidlaw Wealth Management reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,410 iShares Gold Trust shares in Q2 2026, an estimated $212K.
  • Laidlaw Wealth Management first reported a position in iShares Gold Trust in Q4 2019 and held it in 22 quarters.
  • Laidlaw Wealth Management's iShares Gold Trust position peaked at $4.33M in Q1 2022.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.