LEA
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Legacy Edge Advisors’s iShares Gold Trust IAU Stock Holding History

Legacy Edge Advisors’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 		$390K Buy
6,259
+382
+6% +$32.4K 0.05% 141
2026
Q1 		$518K Sell
5,877
-1,292
-18% -$119K 0.05% 134
2025
Q4 		$582K Buy
+7,169
New +$561K 0.06% 118

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Legacy Edge Advisors's IAU Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares Gold Trust (IAU) stake by 6.5% in Q2 2026, buying an estimated $32.4K and bringing the position to 6,259 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #141.

Legacy Edge Advisors first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $582K in Q4 2025. 1,393 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Legacy Edge Advisors held 6,259 shares of iShares Gold Trust worth $390K as of Q2 2026.
  • Legacy Edge Advisors bought 382 iShares Gold Trust shares in Q2 2026, an estimated $32.4K.
  • iShares Gold Trust made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #141 holding.
  • Legacy Edge Advisors first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Gold Trust position peaked at $582K in Q4 2025.
  • 1,393 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.