Back to IAU
INDEPENDENT FINANCIAL GROUP, LLC → IAU
INDEPENDENT FINANCIAL GROUP, LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
28
Latest value
$10.2M
Q3 2026
Peak value
$13.3M
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $7.4M |
| Q2 2020 | $8.6M |
| Q3 2020 | $8.6M |
| Q4 2020 | $7M |
| Q1 2021 | $6.1M |
| Q2 2021 | $5.9M |
| Q3 2021 | $6M |
| Q4 2021 | $6.1M |
| Q1 2022 | $7.1M |
| Q2 2022 | $6.9M |
| Q3 2022 | $5.5M |
| Q4 2022 | $6.1M |
| Q1 2023 | $7.3M |
| Q2 2023 | $7.7M |
| Q3 2023 | $6.7M |
| Q4 2023 | $6.7M |
| Q1 2024 | $7.2M |
| Q2 2024 | $9.7M |
| Q3 2024 | $8.9M |
| Q4 2024 | $9.6M |
| Q1 2025 | $7.1M |
| Q2 2025 | $7.6M |
| Q3 2025 | $9.5M |
| Q4 2025 | $13.3M |
| Q1 2026 | $9M |
| Q1 2026 | $11.1M |
| Q2 2026 | $9.5M |
| Q3 2026 | $10.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.2M | 130.4K | — | — |
| Q2 2026 | $9.5M | 125.9K | — | — |
| Q1 2026 | $11.1M | 125.5K | — | — |
| Q1 2026 | $9M | 101.5K | — | — |
| Q4 2025 | $13.3M | 164.2K | — | — |
| Q3 2025 | $9.5M | 130.2K | — | — |
| Q2 2025 | $7.6M | 122.6K | — | — |
| Q1 2025 | $7.1M | 120.5K | — | — |
| Q4 2024 | $9.6M | 193.5K | — | — |
| Q3 2024 | $8.9M | 179.9K | — | — |
| Q2 2024 | $9.7M | 220.3K | — | — |
| Q1 2024 | $7.2M | 171.2K | — | — |
| Q4 2023 | $6.7M | 170.7K | — | — |
| Q3 2023 | $6.7M | 191.1K | — | — |
| Q2 2023 | $7.7M | 210.8K | — | — |
| Q1 2023 | $7.3M | 195.7K | — | — |
| Q4 2022 | $6.1M | 175.5K | — | — |
| Q3 2022 | $5.5M | 174.0K | — | — |
| Q2 2022 | $6.9M | 200.2K | — | — |
| Q1 2022 | $7.1M | 192.9K | — | — |
| Q4 2021 | $6.1M | 176.2K | — | — |
| Q3 2021 | $6M | 178.5K | — | — |
| Q2 2021 | $5.9M | 173.8K | — | — |
| Q1 2021 | $6.1M | 375.6K | — | — |
| Q4 2020 | $7M | 384.5K | — | — |
| Q3 2020 | $8.6M | 478.4K | — | — |
| Q2 2020 | $8.6M | 506.2K | — | — |
| Q1 2020 | $7.4M | 488.2K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B