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Leo Wealth LLC’s iShares Gold Trust IAU Stock Holding History

Leo Wealth LLC’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 		$203K Buy
+2,303
New +$211K 0.01% 436
2024
Q1 		– Sell
-5,731
Closed -$226K – 342
2023
Q4 		$226K Buy
+5,731
New +$214K 0.02% 298

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Leo Wealth LLC's IAU Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in iShares Gold Trust (IAU) in Q1 2026: 2,303 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in IAU as recently as Q4 2023.

Leo Wealth LLC first reported a position in IAU in Q4 2023 and has held it in 2 quarters since. The position peaked at $226K in Q4 2023. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Leo Wealth LLC held 2,303 shares of iShares Gold Trust worth $203K as of Q1 2026.
  • iShares Gold Trust was a new Leo Wealth LLC position in Q1 2026.
  • iShares Gold Trust made up 0.01% of Leo Wealth LLC's portfolio in Q1 2026, its #436 holding.
  • Leo Wealth LLC first reported a position in iShares Gold Trust in Q4 2023 and has held it in 2 quarters since.
  • Leo Wealth LLC's iShares Gold Trust position peaked at $226K in Q4 2023.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.