Legacy Private Trust’s iShares Gold Trust IAU Stock Holding History

Legacy Private Trust’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,522	Closed	-$329K	–	230
2022 Q4	$329K	Hold	9,522	–	–	0.03%	195
2022 Q3	$300K	Hold	9,522	–	–	0.03%	196
2022 Q2	$327K	Hold	9,522	–	–	0.03%	192
2022 Q1	$351K	Hold	9,522	–	–	0.03%	208
2021 Q4	$331K	Hold	9,522	–	–	0.02%	210
2021 Q3	$318K	Hold	9,522	–	–	0.03%	200
2021 Q2	$321K	Buy	9,522 +399	+4%	+$13.5K	0.03%	201
2021 Q1	$297K	Hold	9,123	–	–	0.03%	200
2020 Q4	$331K	Hold	9,123	–	–	0.03%	199
2020 Q3	$328K	Hold	9,123	–	–	0.03%	187
2020 Q2	$310K	Hold	9,123	–	–	0.03%	179
2020 Q1	$275K	Sell	9,123 -2,500	-22%	-$75.4K	0.04%	182
2019 Q4	$337K	Hold	11,623	–	–	0.04%	192
2019 Q3	$328K	Hold	11,623	–	–	0.04%	196
2019 Q2	$314K	Buy	11,623 +2,500	+27%	+$67.5K	0.04%	200
2019 Q1	$226K	Hold	9,123	–	–	0.03%	210
2018 Q4	$224K	Hold	9,123	–	–	0.03%	211
2018 Q3	$209K	Hold	9,123	–	–	0.02%	223
2018 Q2	$219K	Hold	9,123	–	–	0.03%	214
2018 Q1	$232K	Hold	9,123	–	–	0.03%	217
2017 Q4	$228K	Hold	9,123	–	–	0.03%	218
2017 Q3	$225K	Hold	9,123	–	–	0.03%	219
2017 Q2	$218K	Hold	9,123	–	–	0.03%	217
2017 Q1	$219K	Hold	9,123	–	–	0.03%	225
2016 Q4	$202K	Hold	9,123	–	–	0.03%	232
2016 Q3	$232K	Hold	9,123	–	–	0.03%	219
2016 Q2	$233K	Hold	9,123	–	–	0.03%	215
2016 Q1	$217K	Hold	9,123	–	–	0.03%	224
2015 Q4	$187K	Hold	9,123	–	–	0.03%	235
2015 Q3	$197K	Hold	9,123	–	–	0.03%	233
2015 Q2	$207K	Hold	9,123	–	–	0.03%	239
2015 Q1	$209K	Hold	9,123	–	–	0.03%	237
2014 Q4	$209K	Hold	9,123	–	–	0.03%	248
2014 Q3	$213K	Hold	9,123	–	–	0.03%	246
2014 Q2	$235K	Hold	9,123	–	–	0.04%	233
2014 Q1	$227K	Hold	9,123	–	–	0.04%	191
2013 Q4	$213K	Hold	9,123	–	–	0.04%	187
2013 Q3	$235K	Buy	+9,123	New	+$235K	0.05%	175