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Concurrent Investment Advisors, LLC → IAU
Concurrent Investment Advisors, LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
9
Latest value
$2.4M
Q3 2026
Peak value
$112M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $38.3M |
| Q4 2025 | $93.7M |
| Q4 2025 | $112M |
| Q1 2026 | $23.7M |
| Q1 2026 | $7.4M |
| Q2 2026 | $6.6M |
| Q2 2026 | $21.6M |
| Q3 2026 | $34.2M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 31.1K | — | — |
| Q3 2026 | $34.2M | 438.5K | — | — |
| Q2 2026 | $21.6M | 286.4K | — | — |
| Q2 2026 | $6.6M | 87.8K | — | — |
| Q1 2026 | $7.4M | 84.1K | — | — |
| Q1 2026 | $23.7M | 269.1K | — | — |
| Q4 2025 | $112M | 1.38M | — | — |
| Q4 2025 | $93.7M | 1.15M | — | — |
| Q3 2025 | $38.3M | 526.4K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B