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A4 Wealth Advisors LLC → IAU

A4 Wealth Advisors LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
5
Latest value
$2.4M
Q3 2026
Peak value
$2.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1M
Q4 2025$1.7M
Q1 2026$1.1M
Q2 2026$1.1M
Q3 2026$2.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.4M30.6K——
Q2 2026$1.1M14.7K——
Q1 2026$1.1M12.8K——
Q4 2025$1.7M20.4K——
Q3 2025$1M13.8K——

Other funds holding IAU

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$10.2M