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DWM Financial Group, Inc. → IAU
DWM Financial Group, Inc. IAU Position History
iShares Gold Trust • Financial Services
Quarters held
2
Latest value
$8.3M
Q3 2026
Peak value
$14.6M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $14.6M |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 106.0K | — | — |
| Q2 2026 | $14.6M | 179.8K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B