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iShares Gold Trust shares owned by Legacy Financial Group

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Legacy Financial Group from 13F filings

Historical chart of Legacy Financial Group investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.1M 33k 62.36
2025-03-31 $4.2M 72k 58.96
2024-12-31 $2.6B 52k 49510.01

More positions owned by Legacy Financial Group

J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Core S&p Us Gwt (IUSG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Index Fds Small Cp Etf (VB)
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)

View all positions for Legacy Financial Group

Top funds holding iShares Gold Trust

Morgan Stanley
FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Twin Tree Management
Sumitomo Mitsui Trust Holdings
WealthNavi
Alliancebernstein
Ameriprise Financial
Empower Advisory Group
Branch Banking & Trust Company
BlackRock

View all funds holding iShares Gold Trust