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Leonard Rickey Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Leonard Rickey Investment 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 		$18.7M Sell
212,540
-39,868
-16% -$3.66M 3.24% 12
2025
Q4 		$20.5M Sell
252,408
-862
-0.3% -$67.4K 3.7% 11
2025
Q3 		$18.4M Buy
253,270
+824
+0.3% +$53.8K 3.47% 11
2025
Q2 		$15.7M Sell
252,446
-10,647
-4% -$660K 3.14% 12
2025
Q1 		$15.9M Buy
263,093
+10,905
+4% +$590K 3.44% 11
2024
Q4 		$12.5M Buy
252,188
+7,772
+3% +$391K 2.88% 13
2024
Q3 		$12.1M Buy
244,416
+40
+0% +$1.87K 2.76% 13
2024
Q2 		$10.7M Buy
244,376
+4,293
+2% +$190K 2.57% 13
2024
Q1 		$10.1M Buy
240,083
+156,790
+188% +$6.15M 2.61% 14
2023
Q4 		$3.25M Buy
83,293
+4,442
+6% +$166K 0.96% 18
2023
Q3 		$2.76M Sell
78,851
-50,952
-39% -$1.86M 0.9% 18
2023
Q2 		$4.72M Buy
129,803
+1,970
+2% +$73.9K 1.78% 12
2023
Q1 		$4.78M Buy
127,833
+121,681
+1,978% +$4.37M 1.86% 11
2022
Q4 		$213K Buy
+6,152
New +$202K 0.09% 60
2022
Q3 		– Sell
-6,243
Closed -$214K – 63
2022
Q2 		$214K Buy
6,243
+20
+0.3% +$711 0.09% 61
2022
Q1 		$229K Buy
+6,223
New +$222K 0.09% 65
2021
Q3 		– Sell
-5,917
Closed -$204K – 73
2021
Q2 		$204K Buy
+5,917
New +$205K 0.09% 70
2021
Q1 		– Sell
-5,011
Closed -$182K – 68
2020
Q4 		$182K Sell
5,011
-1,083
-18% -$38.8K 0.08% 63
2020
Q3 		$219K Sell
6,094
-1,844
-23% -$67.3K 0.14% 54
2020
Q2 		$270K Buy
7,938
+1,964
+33% +$64.4K 0.18% 50
2020
Q1 		$180K Buy
+5,974
New +$181K 0.14% 62

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

Leonard Rickey Investment Advisors's IAU Position: Q1 2026 in Review

Leonard Rickey Investment Advisors reduced its iShares Gold Trust (IAU) stake by 16% in Q1 2026, selling an estimated $3.66M and leaving 212,540 shares worth $18.7M. The position accounts for 3.24% of the portfolio, ranked #12.

Leonard Rickey Investment Advisors first reported a position in IAU in Q1 2020 and has held it in 21 quarters since. The position peaked at $20.5M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Leonard Rickey Investment Advisors held 212,540 shares of iShares Gold Trust worth $18.7M as of Q1 2026.
  • Leonard Rickey Investment Advisors sold 39,868 iShares Gold Trust shares in Q1 2026, an estimated $3.66M.
  • iShares Gold Trust made up 3.24% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • Leonard Rickey Investment Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 21 quarters since.
  • Leonard Rickey Investment Advisors's iShares Gold Trust position peaked at $20.5M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.