MLA
IAU icon

My Legacy Advisors’s iShares Gold Trust IAU Stock Holding History

My Legacy 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
2025
Q2 		$630K Sell
10,059
-3,299
-25% -$204K 0.22% 121
2025
Q1 		$788K Buy
+13,358
New +$723K 0.3% 97

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

My Legacy Advisors's IAU Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares Gold Trust (IAU) stake by 25% in Q2 2025, selling an estimated $204K and leaving 10,059 shares worth $630K. The position accounts for 0.22% of the portfolio, ranked #121.

My Legacy Advisors first reported a position in IAU in Q1 2025 and has held it in 2 quarters since. The position peaked at $788K in Q1 2025. 1,590 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • My Legacy Advisors held 10,059 shares of iShares Gold Trust worth $630K as of Q2 2025.
  • My Legacy Advisors sold 3,299 iShares Gold Trust shares in Q2 2025, an estimated $204K.
  • iShares Gold Trust made up 0.22% of My Legacy Advisors's portfolio in Q2 2025, its #121 holding.
  • My Legacy Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 2 quarters since.
  • My Legacy Advisors's iShares Gold Trust position peaked at $788K in Q1 2025.
  • 1,590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.