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LRI Investments’s iShares Gold Trust IAU Stock Holding History

LRI Investments’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 		$475K Hold
6,290
– – 0.04% 192
2026
Q1 		$555K Hold
6,290
– – 0.05% 171
2025
Q4 		$511K Sell
6,290
-258
-4% -$20.2K 0.04% 180
2025
Q3 		$476K Hold
6,548
– – 0.04% 185
2025
Q2 		$408K Buy
6,548
+3,847
+142% +$238K 0.03% 190
2025
Q1 		$159K Buy
+2,701
New +$146K 0.02% 303

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LRI Investments's IAU Position: Q2 2026 in Review

LRI Investments held its iShares Gold Trust (IAU) position steady in Q2 2026 at 6,290 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #192.

LRI Investments first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $555K in Q1 2026. 956 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • LRI Investments held 6,290 shares of iShares Gold Trust worth $475K as of Q2 2026.
  • LRI Investments left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.04% of LRI Investments's portfolio in Q2 2026, its #192 holding.
  • LRI Investments first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • LRI Investments's iShares Gold Trust position peaked at $555K in Q1 2026.
  • 956 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.