Back to IAU

Five Pine Wealth Management → IAU

Five Pine Wealth Management IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$2.6M
Q3 2026
Peak value
$2.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.8M
Q1 2026$2.9M
Q2 2026$2.5M
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M33.7K——
Q2 2026$2.5M33.5K——
Q1 2026$2.9M33.0K——
Q4 2025$2.8M34.5K——

Other funds holding IAU

Other Five Pine Wealth Management positions

VGES

VANGUARD BD INDEX FDS

$24.5M
VGES

VANGUARD BD INDEX FDS

$24.2M
VGES

VANGUARD BD INDEX FDS

$23.8M
VGES

VANGUARD INTL EQUITY INDEX F

$23.2M
VGES

VANGUARD INTL EQUITY INDEX F

$23.1M
VGES

VANGUARD BD INDEX FDS

$23M
VGES

VANGUARD INTL EQUITY INDEX F

$20.7M
VGES

VANGUARD INTL EQUITY INDEX F

$20.5M