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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
Q2 		$451K Sell
5,972
-1,268
-18% -$108K 0.24% 95
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 $1.55T 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 22.96% 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

Leigh Baldwin & Co's IAU Position: Q2 2026 in Review

Leigh Baldwin & Co reduced its iShares Gold Trust (IAU) stake by 18% in Q2 2026, selling an estimated $108K and leaving 5,972 shares worth $451K. The position accounts for 0.24% of the portfolio, ranked #95.

Leigh Baldwin & Co first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $638K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Leigh Baldwin & Co held 5,972 shares of iShares Gold Trust worth $451K as of Q2 2026.
  • Leigh Baldwin & Co sold 1,268 iShares Gold Trust shares in Q2 2026, an estimated $108K.
  • iShares Gold Trust made up 0.24% of Leigh Baldwin & Co's portfolio in Q2 2026, its #95 holding.
  • Leigh Baldwin & Co first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Leigh Baldwin & Co's iShares Gold Trust position peaked at $638K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.