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BALDWIN WEALTH PARTNERS LLC/MA → IAU
BALDWIN WEALTH PARTNERS LLC/MA IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$23.2M
Q3 2026
Peak value
$26M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $21.5M |
| Q4 2025 | $23.8M |
| Q1 2026 | $26M |
| Q2 2026 | $22.8M |
| Q3 2026 | $23.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.2M | 297.0K | — | — |
| Q2 2026 | $22.8M | 301.7K | — | — |
| Q1 2026 | $26M | 294.8K | — | — |
| Q4 2025 | $23.8M | 293.8K | — | — |
| Q3 2025 | $21.5M | 295.2K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B