Back to IAU
Forza Wealth Management, LLC → IAU
Forza Wealth Management, LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$21.2M
Q3 2026
Peak value
$21.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.5M |
| Q4 2025 | $16.9M |
| Q1 2026 | $17.4M |
| Q2 2026 | $16.4M |
| Q3 2026 | $21.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.2M | 271.8K | — | — |
| Q2 2026 | $16.4M | 216.9K | — | — |
| Q1 2026 | $17.4M | 197.4K | — | — |
| Q4 2025 | $16.9M | 208.8K | — | — |
| Q3 2025 | $16.5M | 227.0K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B