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Farrell Financial LLC → IAU

Farrell Financial LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
5
Latest value
$3.7M
Q3 2026
Peak value
$4.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.6M
Q4 2025$4.1M
Q1 2026$4.4M
Q2 2026$3.6M
Q3 2026$3.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.7M47.7K——
Q2 2026$3.6M47.7K——
Q1 2026$4.4M49.8K——
Q4 2025$4.1M50.3K——
Q3 2025$3.6M49.5K——

Other funds holding IAU

Other Farrell Financial LLC positions

VGES

VANGUARD INDEX FDS

$19.6M
VGES

VANGUARD INDEX FDS

$19.1M
VGES

VANGUARD INDEX FDS

$17.2M
VGES

VANGUARD INDEX FDS

$16.9M
VGES

VANGUARD INDEX FDS

$16.8M
VGES

VANGUARD WORLD FD

$13.6M
VGES

VANGUARD WORLD FD

$13M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.9M