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Buttonwood Financial Group, LLC → IAU

Buttonwood Financial Group, LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$10.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10.5M
Q4 2025$8.9M
Q1 2026$3.2M
Q2 2026$2.9M
Q3 2026$5.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.1M65.5K——
Q2 2026$2.9M38.4K——
Q1 2026$3.2M36.0K——
Q4 2025$8.9M104.8K——
Q3 2025$10.5M139.6K——

Other funds holding IAU

Other Buttonwood Financial Group, LLC positions

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$40.6M
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$33.1M
ETHA

BLACKROCK ETF TRUST

$31.2M
ETHA

BLACKROCK ETF TRUST

$30.7M
ETHA

BLACKROCK ETF TRUST

$24.9M
STT-PG

SPDR SERIES TRUST

$23.9M