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BEACON INVESTMENT ADVISORY SERVICES, INC. → IAU
BEACON INVESTMENT ADVISORY SERVICES, INC. IAU Position History
iShares Gold Trust • Financial Services
Quarters held
6
Latest value
$82.1M
Q3 2026
Peak value
$85.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $67.2M |
| Q4 2025 | $75.2M |
| Q4 2025 | $75.2M |
| Q1 2026 | $85.7M |
| Q2 2026 | $76.9M |
| Q3 2026 | $82.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $82.1M | 1.05M | — | — |
| Q2 2026 | $76.9M | 1.02M | — | — |
| Q1 2026 | $85.7M | 971.7K | — | — |
| Q4 2025 | $75.2M | 926.5K | — | — |
| Q4 2025 | $75.2M | 926.5K | — | — |
| Q3 2025 | $67.2M | 923.4K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B