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Argos Wealth Advisors, LLC → IAU

Argos Wealth Advisors, LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$34.5M
Q3 2026
Peak value
$37.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$35.1M
Q1 2026$37.9M
Q2 2026$33.3M
Q3 2026$34.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$34.5M441.6K——
Q2 2026$33.3M441.0K——
Q1 2026$37.9M430.2K——
Q4 2025$35.1M432.4K——

Other funds holding IAU

Other Argos Wealth Advisors, LLC positions

GLD

WORLD GOLD TR

$72.3M
GLD

WORLD GOLD TR

$67.5M
GLD

WORLD GOLD TR

$62.8M
GLD

WORLD GOLD TR

$61.8M
KLAC

KLA CORP

$42.6M
SPY

SPDR S&P 500 ETF TR

$29.5M
GLD

SPDR GOLD TR

$28.9M
GLD

SPDR GOLD TR

$26.8M