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Elevated Financial Group LLC → IAU

Elevated Financial Group LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$383K
Q3 2026
Peak value
$4.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.7M
Q1 2026$4.7M
Q2 2026$4.6M
Q3 2026$383K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$383K4.9K——
Q2 2026$4.6M61.0K——
Q1 2026$4.7M53.6K——
Q4 2025$3.7M45.5K——

Other funds holding IAU

Other Elevated Financial Group LLC positions

ETHA

ISHARES TR

$57.9M
ETHA

ISHARES TR

$44.4M
ETHA

ISHARES TR

$35.7M
ETHA

ISHARES TR

$35.1M
ETHA

BLACKROCK ETF TRUST

$29.1M
ETHA

ISHARES TR

$26M
ETHA

ISHARES TR

$26M
ETHA

ISHARES TR

$25.8M
Elevated Financial Group LLC IAU Holdings: 13F Position History | Track13F