Back to IAU
Insight Wealth Partners, LLC → IAU
Insight Wealth Partners, LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$4.1M
Q3 2026
Peak value
$7.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.5M |
| Q4 2025 | $7.5M |
| Q1 2026 | $4.7M |
| Q2 2026 | $4M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 53.0K | — | — |
| Q2 2026 | $4M | 53.4K | — | — |
| Q1 2026 | $4.7M | 52.7K | — | — |
| Q4 2025 | $7.5M | 91.8K | — | — |
| Q3 2025 | $6.5M | 89.2K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B