Legacy Bridge’s iShares Gold Trust IAU Stock Holding History

Legacy Bridge’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	$190K	Buy	2,159 +80	+4%	+$7.34K	0.07%	149
2025 Q4	$169K	Hold	2,079	–	–	0.07%	147
2025 Q3	$151K	Hold	2,079	–	–	0.06%	150
2025 Q2	$130K	Buy	2,079 +1,500	+259%	+$92.9K	0.06%	149
2025 Q1	$34.1K	Hold	579	–	–	0.02%	196
2024 Q4	$28.7K	Hold	579	–	–	0.01%	215
2024 Q3	$28.8K	Hold	579	–	–	0.02%	218
2024 Q2	$25.4K	Hold	579	–	–	0.02%	211
2024 Q1	$24.3K	Buy	579 +79	+16%	+$3.1K	0.01%	232
2023 Q4	$19.5K	Hold	500	–	–	0.01%	232
2023 Q3	$17.5K	Hold	500	–	–	0.01%	231
2023 Q2	$18.2K	Hold	500	–	–	0.01%	232
2023 Q1	$18.7K	Hold	500	–	–	0.01%	230
2022 Q4	$17.3K	Hold	500	–	–	0.01%	236
2022 Q3	$16K	Hold	500	–	–	0.01%	221
2022 Q2	$17K	Hold	500	–	–	0.01%	226
2022 Q1	$18K	Hold	500	–	–	0.01%	234
2021 Q4	$17K	Hold	500	–	–	0.01%	246
2021 Q3	$17K	Buy	+500	New	+$17K	0.01%	240

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

Legacy Bridge's IAU Position: Q1 2026 in Review

Legacy Bridge increased its iShares Gold Trust (IAU) stake by 3.8% in Q1 2026, buying an estimated $7.34K and bringing the position to 2,159 shares worth $190K. The position accounts for 0.07% of the portfolio, ranked #149.

Legacy Bridge first reported a position in IAU in Q3 2021 and has held it in 19 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Legacy Bridge held 2,159 shares of iShares Gold Trust worth $190K as of Q1 2026.
Legacy Bridge bought 80 iShares Gold Trust shares in Q1 2026, an estimated $7.34K.
iShares Gold Trust made up 0.07% of Legacy Bridge's portfolio in Q1 2026, its #149 holding.
Legacy Bridge first reported a position in iShares Gold Trust in Q3 2021 and has held it in 19 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.