LFA
IAU icon

LGT Financial Advisors’s iShares Gold Trust IAU Stock Holding History

LGT Financial 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
Q2 		$140K Sell
1,858
-267
-13% -$22.7K 0.74% 24
2026
Q1 		$187K Sell
2,125
-840
-28% -$77.1K 0.96% 12
2025
Q4 		$241K Buy
2,965
+317
+12% +$24.8K 1.47% 11
2025
Q3 		$193K Buy
2,648
+261
+11% +$17K 0.42% 47
2025
Q2 		$149K Sell
2,387
-353
-13% -$21.9K 0.38% 52
2025
Q1 		$162K Buy
2,740
+1,205
+79% +$65.2K 0.49% 42
2024
Q4 		$76K Buy
+1,535
New +$77.1K 0.17% 115
2023
Q4 		– Sell
-80
Closed -$2.8K – 908
2023
Q3 		$2.8K Buy
+80
New +$2.92K ﹤0.01% 742

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

LGT Financial Advisors's IAU Position: Q2 2026 in Review

LGT Financial Advisors reduced its iShares Gold Trust (IAU) stake by 13% in Q2 2026, selling an estimated $22.7K and leaving 1,858 shares worth $140K. The position accounts for 0.74% of the portfolio, ranked #24.

LGT Financial Advisors first reported a position in IAU in Q3 2023 and has held it in 8 quarters since. The position peaked at $241K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • LGT Financial Advisors held 1,858 shares of iShares Gold Trust worth $140K as of Q2 2026.
  • LGT Financial Advisors sold 267 iShares Gold Trust shares in Q2 2026, an estimated $22.7K.
  • iShares Gold Trust made up 0.74% of LGT Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • LGT Financial Advisors first reported a position in iShares Gold Trust in Q3 2023 and has held it in 8 quarters since.
  • LGT Financial Advisors's iShares Gold Trust position peaked at $241K in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.