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 Q2	$314K	Buy	4,159 +2,000	+93%	+$170K	0.1%	132
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 $1.55T 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

Legacy Bridge's IAU Position: Q2 2026 in Review

Legacy Bridge increased its iShares Gold Trust (IAU) stake by 93% in Q2 2026, buying an estimated $170K and bringing the position to 4,159 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #132.

Legacy Bridge first reported a position in IAU in Q3 2021 and has held it in 20 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Legacy Bridge held 4,159 shares of iShares Gold Trust worth $314K as of Q2 2026.
Legacy Bridge bought 2,000 iShares Gold Trust shares in Q2 2026, an estimated $170K.
iShares Gold Trust made up 0.1% of Legacy Bridge's portfolio in Q2 2026, its #132 holding.
Legacy Bridge first reported a position in iShares Gold Trust in Q3 2021 and has held it in 20 quarters since.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.