Leslie Global Wealth’s iShares Gold Trust IAU Stock Holding History

Leslie Global Wealth’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 Q3	$7.03M	Buy	90,002 +2,792	+3%	+$224K	2.59%	14
2026 Q2	$6.59M	Buy	87,210 +9,941	+13%	+$844K	2.56%	14
2026 Q1	$6.81M	Sell	77,269 -15,635	-17%	-$1.43M	3.59%	6
2025 Q4	$7.54M	Sell	92,904 -2,530	-3%	-$198K	3.39%	7
2025 Q3	$6.94M	Buy	+95,434	New	+$6.23M	3.26%	7

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Leslie Global Wealth's IAU Position: Q3 2026 in Review

Leslie Global Wealth increased its iShares Gold Trust (IAU) stake by 3.2% in Q3 2026, buying an estimated $224K and bringing the position to 90,002 shares worth $7.03M. The position accounts for 2.59% of the portfolio, ranked #14.

Leslie Global Wealth first reported a position in IAU in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.54M in Q4 2025. 914 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Leslie Global Wealth held 90,002 shares of iShares Gold Trust worth $7.03M as of Q3 2026.
Leslie Global Wealth bought 2,792 iShares Gold Trust shares in Q3 2026, an estimated $224K.
iShares Gold Trust made up 2.59% of Leslie Global Wealth's portfolio in Q3 2026, its #14 holding.
Leslie Global Wealth first reported a position in iShares Gold Trust in Q3 2025 and has held it in 5 quarters since.
Leslie Global Wealth's iShares Gold Trust position peaked at $7.54M in Q4 2025.
914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.