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DELTA FINANCIAL ADVISORS LLC → IAU
DELTA FINANCIAL ADVISORS LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$6.3M
Q3 2026
Peak value
$7.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.8M |
| Q4 2025 | $6.6M |
| Q1 2026 | $7.2M |
| Q2 2026 | $6.1M |
| Q3 2026 | $6.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.3M | 81.2K | — | — |
| Q2 2026 | $6.1M | 81.2K | — | — |
| Q1 2026 | $7.2M | 81.2K | — | — |
| Q4 2025 | $6.6M | 81.1K | — | — |
| Q3 2025 | $5.8M | 80.3K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B