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

Lakeridge 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	$569K	Sell	7,536 -320	-4%	-$27.2K	0.21%	94
2026 Q1	$693K	Sell	7,856 -138	-2%	-$12.7K	0.3%	71
2025 Q4	$649K	Buy	7,994 +22	+0.3%	+$1.72K	0.29%	69
2025 Q3	$580K	Sell	7,972 -184	-2%	-$12K	0.26%	74
2025 Q2	$509K	Hold	8,156	–	–	0.23%	80
2025 Q1	$481K	Buy	8,156 +784	+11%	+$42.4K	0.24%	85
2024 Q4	$365K	Hold	7,372	–	–	0.19%	99
2024 Q3	$366K	Hold	7,372	–	–	0.2%	98
2024 Q2	$324K	Hold	7,372	–	–	0.19%	102
2024 Q1	$310K	Buy	7,372 +340	+5%	+$13.3K	0.2%	95
2023 Q4	$274K	Buy	+7,032	New	+$263K	0.2%	96

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

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

Lakeridge Wealth Management reduced its iShares Gold Trust (IAU) stake by 4.1% in Q2 2026, selling an estimated $27.2K and leaving 7,536 shares worth $569K. The position accounts for 0.21% of the portfolio, ranked #94.

Lakeridge Wealth Management first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $693K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Lakeridge Wealth Management held 7,536 shares of iShares Gold Trust worth $569K as of Q2 2026.
Lakeridge Wealth Management sold 320 iShares Gold Trust shares in Q2 2026, an estimated $27.2K.
iShares Gold Trust made up 0.21% of Lakeridge Wealth Management's portfolio in Q2 2026, its #94 holding.
Lakeridge Wealth Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's iShares Gold Trust position peaked at $693K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.