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Legacy Wealth Management (Idaho)’s iShares Gold Trust IAU Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-41
Closed -$3.62K – 529
2026
Q1 		$3.62K Buy
41
+21
+105% +$1.93K ﹤0.01% 681
2025
Q4 		$1.62K Hold
20
– – ﹤0.01% 693
2025
Q3 		$1.46K Hold
20
– – ﹤0.01% 583
2025
Q2 		$1.25K Hold
20
– – ﹤0.01% 571
2025
Q1 		$1.18K Buy
+20
New +$1.08K ﹤0.01% 619
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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 22.9% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IAU Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 41 shares — an estimated $3.62K sold.

Legacy Wealth Management (Idaho) first reported a position in IAU in Q3 2024 and held it in 6 quarters. The position peaked at $16.3K in Q3 2024. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 41 iShares Gold Trust shares in Q2 2026, an estimated $3.62K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Gold Trust in Q3 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s iShares Gold Trust position peaked at $16.3K in Q3 2024.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.