Legacy Private Trust’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | 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% | +$13.8K | 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% | -$75.6K | 0.04% | 182 |
|
|
2019
Q4 | $337K | Hold |
11,623
| – | – | 0.04% | 192 |
|
|
2019
Q3 | $328K | Hold |
11,623
| – | – | 0.04% | 197 |
|
|
2019
Q2 | $314K | Buy |
11,623
+2,500
| +27% | +$62.7K | 0.04% | 201 |
|
|
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 | +$236K | 0.05% | 175 |
|
Other funds holding IAU
CSIA
Legacy Private Trust's IAU Position: Q1 2023 in Review
Legacy Private Trust sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 9,522 shares — an estimated $329K sold.
Legacy Private Trust first reported a position in IAU in Q3 2013 and held it in 38 quarters. The position peaked at $351K in Q1 2022. 1,038 funds tracked by Wall St. Rank hold IAU as of Q1 2023.
- Legacy Private Trust reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
- Legacy Private Trust sold 9,522 iShares Gold Trust shares in Q1 2023, an estimated $329K.
- Legacy Private Trust first reported a position in iShares Gold Trust in Q3 2013 and held it in 38 quarters.
- Legacy Private Trust's iShares Gold Trust position peaked at $351K in Q1 2022.
- 1,038 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.
Based on Legacy Private Trust's 13F filing for Q1 2023, filed 12 Apr 2023.