Back to IAU
ATX Financial Planning, LLC → IAU
ATX Financial Planning, LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
4
Latest value
$2.4M
Q3 2026
Peak value
$2.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.7M |
| Q1 2026 | $2.9M |
| Q2 2026 | $2.8M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 30.8K | — | — |
| Q2 2026 | $2.8M | 37.2K | — | — |
| Q1 2026 | $2.9M | 33.2K | — | — |
| Q4 2025 | $2.7M | 33.6K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B