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Leigh Baldwin & Co’s iShares Gold Trust IAU Stock Holding History

Leigh Baldwin & Co’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 		$638K Buy
7,240
+635
+10% +$58.2K 0.41% 58
2025
Q4 		$536K Buy
+6,605
New +$517K 0.35% 68

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

Leigh Baldwin & Co's IAU Position: Q1 2026 in Review

Leigh Baldwin & Co increased its iShares Gold Trust (IAU) stake by 9.6% in Q1 2026, buying an estimated $58.2K and bringing the position to 7,240 shares worth $638K. The position accounts for 0.41% of the portfolio, ranked #58.

Leigh Baldwin & Co first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Leigh Baldwin & Co held 7,240 shares of iShares Gold Trust worth $638K as of Q1 2026.
  • Leigh Baldwin & Co bought 635 iShares Gold Trust shares in Q1 2026, an estimated $58.2K.
  • iShares Gold Trust made up 0.41% of Leigh Baldwin & Co's portfolio in Q1 2026, its #58 holding.
  • Leigh Baldwin & Co first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.