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Guardian Wealth Management, LLC → IAU

Guardian Wealth Management, LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$6M
Q3 2026
Peak value
$6.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.3M
Q1 2026$6M
Q2 2026$5.3M
Q3 2026$6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6M76.4K——
Q2 2026$5.3M70.1K——
Q1 2026$6M67.7K——
Q4 2025$6.3M77.7K——

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