Leonard Rickey Investment Advisors P.l.l.c. / IAU*
Leonard Rickey Investment Advisors P.l.l.c.’s Ishares Gold Tr Position
Does Leonard Rickey Investment Advisors P.l.l.c. own Ishares Gold Tr (IAU*)? Yes — 212.5K shares worth $19M (+3.24% of its 13F portfolio) as of Q1 2026, down from 252.4K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
212.5K
% of Portfolio
+3.24%
Quarters Held
17
currently held
Position History IAU*
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 212.5K | $19M | +3.24% |
| Q4 2025 | 252.4K | $20M | +3.70% |
| Q3 2025 | 253.3K | $18M | +3.47% |
| Q2 2025 | 252.4K | $16M | +3.14% |
| Q1 2025 | 263.1K | $16M | +3.44% |
| Q4 2024 | 252.2K | $12M | +2.88% |
| Q3 2024 | 244.4K | $12M | +2.76% |
| Q2 2024 | 244.4K | $11M | +2.57% |
| Q1 2024 | 240.1K | $10M | +2.61% |
| Q4 2023 | 83.3K | $3M | +0.96% |
| Q3 2023 | 78.9K | $3M | +0.90% |
| Q2 2023 | 129.8K | $5M | +1.78% |
| Q1 2023 | 127.8K | $5M | +1.86% |
| Q4 2022 | 6.2K | $212,798 | +0.09% |
| Q2 2022 | 6.2K | $214,000 | +0.09% |
| Q1 2022 | 6.2K | $229,000 | +0.09% |
| Q2 2021 | 5.9K | $204,000 | +0.09% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Leonard Rickey Investment Advisors P.l.l.c.’s full portfolio or all institutional holders of IAU*.