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Legacy Investment Solutions’s iShares Gold Trust IAU Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.25K Buy
+20
New +$1.24K ﹤0.01% 571
2024
Q4 		– Sell
-335
Closed -$16.3K – 781
2024
Q3 		$16.3K Buy
+335
New +$15.7K 0.01% 251

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Legacy Investment Solutions's IAU Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Gold Trust (IAU) in Q2 2025: 20 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IAU as recently as Q3 2024.

Legacy Investment Solutions first reported a position in IAU in Q3 2024 and has held it in 2 quarters since. The position peaked at $16.3K in Q3 2024. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Legacy Investment Solutions held 20 shares of iShares Gold Trust worth $1.25K as of Q2 2025.
  • iShares Gold Trust was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Gold Trust made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #571 holding.
  • Legacy Investment Solutions first reported a position in iShares Gold Trust in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's iShares Gold Trust position peaked at $16.3K in Q3 2024.
  • 1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.