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Global Wealth Management, LLC → IAU

Global Wealth Management, LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$4.1M
Q3 2026
Peak value
$4.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.1M
Q1 2026$4.8M
Q2 2026$4.1M
Q3 2026$4.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.1M52.1K——
Q2 2026$4.1M54.3K——
Q1 2026$4.8M54.0K——
Q4 2025$4.1M50.1K——

Other funds holding IAU

Other Global Wealth Management, LLC positions

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$26.6M
JPM-PM

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$25.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$23M
VGES

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$22.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$22.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$22.1M