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 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	–	–	﹤0.01%	63
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return