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Cyndeo Wealth Partners, LLC → IAU

Cyndeo Wealth Partners, LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$19.4M
Q3 2026
Peak value
$21.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$21.6M
Q1 2026$21.8M
Q2 2026$18.7M
Q3 2026$19.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$19.4M248.3K——
Q2 2026$18.7M247.1K——
Q1 2026$21.8M247.8K——
Q4 2025$21.6M265.7K——

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