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Briaud Financial Planning Inc → IAU

Briaud Financial Planning Inc IAU Position History

iShares Gold Trust • Financial Services

Quarters held
5
Latest value
$6M
Q3 2026
Peak value
$7.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.3M
Q4 2025$6.6M
Q1 2026$7.1M
Q2 2026$6.1M
Q3 2026$6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6M76.3K——
Q2 2026$6.1M80.8K——
Q1 2026$7.1M80.8K——
Q4 2025$6.6M81.2K——
Q3 2025$6.3M87.0K——

Other funds holding IAU

Other Briaud Financial Planning Inc positions

VGES

VANGUARD INDEX FDS

$207.6M
VGES

VANGUARD INDEX FDS

$205.9M
VGES

VANGUARD INDEX FDS

$184.5M
VGES

VANGUARD INDEX FDS

$172.9M
VGES

VANGUARD INDEX FDS

$111.4M
GLD

SPDR GOLD TR

$85.3M
GLD

SPDR GOLD TR

$78.6M
GLD

SPDR GOLD TR

$78.3M