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Legacy Trust’s iShares Gold Trust IAU Stock Holding History

Legacy Trust’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
Q3 		$255K Buy
3,501
+36
+1% +$2.89K 0.04% 200
2026
Q2 		$262K Hold
3,465
– – 0.05% 185
2026
Q1 		$305K Buy
+3,465
New +$318K 0.06% 173

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Legacy Trust's IAU Position: Q3 2026 in Review

Legacy Trust increased its iShares Gold Trust (IAU) stake by 1% in Q3 2026, buying an estimated $2.89K and bringing the position to 3,501 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #200.

Legacy Trust first reported a position in IAU in Q1 2026 and has held it in 3 quarters since. The position peaked at $305K in Q1 2026. 1,306 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Legacy Trust held 3,501 shares of iShares Gold Trust worth $255K as of Q3 2026.
  • Legacy Trust bought 36 iShares Gold Trust shares in Q3 2026, an estimated $2.89K.
  • iShares Gold Trust made up 0.04% of Legacy Trust's portfolio in Q3 2026, its #200 holding.
  • Legacy Trust first reported a position in iShares Gold Trust in Q1 2026 and has held it in 3 quarters since.
  • Legacy Trust's iShares Gold Trust position peaked at $305K in Q1 2026.
  • 1,306 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.