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Legacy Capital Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Legacy Capital Wealth Partners’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 		$210K Sell
2,778
-16
-0.6% -$1.36K 0.04% 362
2026
Q1 		$246K Sell
2,794
-43
-2% -$3.94K 0.05% 331
2025
Q4 		$230K Sell
2,837
-332
-10% -$26K 0.05% 339
2025
Q3 		$231K Sell
3,169
-594
-16% -$38.8K 0.05% 345
2025
Q2 		$235K Hold
3,763
– – 0.05% 337
2025
Q1 		$222K Buy
+3,763
New +$204K 0.05% 328

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 22.9% 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

Legacy Capital Wealth Partners's IAU Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its iShares Gold Trust (IAU) stake by 0.57% in Q2 2026, selling an estimated $1.36K and leaving 2,778 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #362.

Legacy Capital Wealth Partners first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $246K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Legacy Capital Wealth Partners held 2,778 shares of iShares Gold Trust worth $210K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 16 iShares Gold Trust shares in Q2 2026, an estimated $1.36K.
  • iShares Gold Trust made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #362 holding.
  • Legacy Capital Wealth Partners first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Legacy Capital Wealth Partners's iShares Gold Trust position peaked at $246K in Q1 2026.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.