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iShares Gold Trust shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $230k 2.8k 81.17
2025-09-30 $231k 3.2k 72.77
2025-06-30 $235k 3.8k 62.36
2025-03-31 $222k 3.8k 58.96

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Tesla Motors (TSLA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Gap (GAP)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
EOG Resources (EOG)

View all positions for Legacy Capital Wealth Partners

Top funds holding iShares Gold Trust

FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Ameriprise Financial
BlackRock
WealthNavi
Alliancebernstein
Sumitomo Mitsui Trust Holdings
Northwestern Mutual Wealth Management Company
Branch Banking & Trust Company
Raymond James Financial
Empower Advisory Group

View all funds holding iShares Gold Trust