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Forthright Family Wealth Advisory LLC → IAU
Forthright Family Wealth Advisory LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
4
Latest value
$3.5M
Q3 2026
Peak value
$3.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.3M |
| Q4 2025 | $3.8M |
| Q2 2026 | $3.4M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 45.2K | — | — |
| Q2 2026 | $3.4M | 45.1K | — | — |
| Q4 2025 | $3.8M | 47.0K | — | — |
| Q3 2025 | $3.3M | 45.3K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B