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Legend Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Legend Financial Advisors’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
Q1 		$15.5M Sell
175,659
-18,897
-10% -$1.73M 9.98% 1
2025
Q4 		$15.8M Sell
194,556
-23,486
-11% -$1.84M 9.56% 1
2025
Q3 		$15.9M Sell
218,042
-1,019
-0.5% -$66.5K 9.73% 1
2025
Q2 		$13.7M Sell
219,061
-19,989
-8% -$1.24M 9.08% 2
2025
Q1 		$14.1M Sell
239,050
-30,403
-11% -$1.64M 10.35% 1
2024
Q4 		$13.3M Sell
269,453
-8,762
-3% -$440K 9.41% 2
2024
Q3 		$13.8M Sell
278,215
-3,400
-1% -$159K 9.55% 1
2024
Q2 		$12.4M Sell
281,615
-9,250
-3% -$409K 8.78% 4
2024
Q1 		$12.2M Buy
290,865
+1,785
+0.6% +$70K 8.85% 3
2023
Q4 		$11.3M Sell
289,080
-8,217
-3% -$307K 9.07% 2
2023
Q3 		$10.4M Buy
297,297
+324
+0.1% +$11.8K 8.88% 1
2023
Q2 		$10.8M Sell
296,973
-16,698
-5% -$626K 9.02% 1
2023
Q1 		$11.7M Sell
313,671
-7,410
-2% -$266K 9.85% 1
2022
Q4 		$11.1M Sell
321,081
-2,941
-0.9% -$96.6K 9.71% 1
2022
Q3 		$10.2M Sell
324,022
-10,321
-3% -$338K 9.6% 1
2022
Q2 		$11.5M Sell
334,343
-317,255
-49% -$11.3M 11.85% 1
2022
Q1 		$21.8M Buy
651,598
+352,629
+118% +$12.6M 13.83% 1
2021
Q4 		$10.4M Sell
298,969
-352,629
-54% -$12.1M 7.26% 4
2021
Q3 		$21.8M Buy
651,598
+38,178
+6% +$1.3M 13.83% 1
2021
Q2 		$20.7M Buy
613,420
+564,403
+1,151% +$19.5M 13.31% 1
2021
Q1 		$1.59M Sell
49,017
-495,686
-91% -$16.9M 12.1% 1
2020
Q4 		$19.8M Sell
544,703
-54,691
-9% -$1.96M 16% 2
2020
Q3 		$21.6M Buy
599,394
+2,976
+0.5% +$109K 17.06% 1
2020
Q2 		$20.3M Buy
596,418
+202,358
+51% +$6.63M 12.75% 3
2020
Q1 		$11.9M Buy
394,060
+126,231
+47% +$3.82M 10.66% 5
2019
Q4 		$7.77M Sell
267,829
-7,684
-3% -$218K 6.63% 8
2019
Q3 		$7.77M Buy
275,513
+5,601
+2% +$158K 6.6% 8
2019
Q2 		$7.29M Sell
269,912
-5,631
-2% -$141K 6.42% 8
2019
Q1 		$6.82M Buy
+275,543
New +$6.88M 7.49% 5

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legend Financial Advisors's IAU Position: Q1 2026 in Review

Legend Financial Advisors reduced its iShares Gold Trust (IAU) stake by 9.7% in Q1 2026, selling an estimated $1.73M and leaving 175,659 shares worth $15.5M. The position accounts for 9.98% of the portfolio, ranked #1.

Legend Financial Advisors first reported a position in IAU in Q1 2019 and has held it in 29 quarters since. The position peaked at $21.8M in Q1 2022. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Legend Financial Advisors held 175,659 shares of iShares Gold Trust worth $15.5M as of Q1 2026.
  • Legend Financial Advisors sold 18,897 iShares Gold Trust shares in Q1 2026, an estimated $1.73M.
  • iShares Gold Trust made up 9.98% of Legend Financial Advisors's portfolio in Q1 2026, its #1 holding.
  • Legend Financial Advisors first reported a position in iShares Gold Trust in Q1 2019 and has held it in 29 quarters since.
  • Legend Financial Advisors's iShares Gold Trust position peaked at $21.8M in Q1 2022.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.