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LM Advisors’s iShares Gold Trust IAU Stock Holding History

LM 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 		$3.81M Buy
50,452
+45,919
+1,013% +$3.9M 0.44% 43
2026
Q1 		$51.4K Buy
4,533
+194
+4% +$17.8K 0.81% 35
2025
Q4 		$53.5K Sell
4,339
-50,113
-92% -$3.92M 0.96% 30
2025
Q3 		$3.96M Sell
54,452
-1,690
-3% -$110K 0.57% 35
2025
Q2 		$3.5M Hold
56,142
– – 0.45% 36
2025
Q1 		$3.31M Buy
56,142
+3,795
+7% +$205K 0.6% 34
2024
Q4 		$2.59M Sell
52,347
-1
-0% -$50 0.46% 41
2024
Q3 		$2.6M Sell
52,348
-450
-0.9% -$21.1K 0.53% 39
2024
Q2 		$2.32M Hold
52,798
– – 0.41% 48
2024
Q1 		$2.22M Hold
52,798
– – 0.35% 59
2023
Q4 		$2.06M Buy
+52,798
New +$1.98M 0.41% 52

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

LM Advisors's IAU Position: Q2 2026 in Review

LM Advisors increased its iShares Gold Trust (IAU) stake by 1,013% in Q2 2026, buying an estimated $3.9M and bringing the position to 50,452 shares worth $3.81M. The position accounts for 0.44% of the portfolio, ranked #43.

LM Advisors first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.96M in Q3 2025. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • LM Advisors held 50,452 shares of iShares Gold Trust worth $3.81M as of Q2 2026.
  • LM Advisors bought 45,919 iShares Gold Trust shares in Q2 2026, an estimated $3.9M.
  • iShares Gold Trust made up 0.44% of LM Advisors's portfolio in Q2 2026, its #43 holding.
  • LM Advisors first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's iShares Gold Trust position peaked at $3.96M in Q3 2025.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.