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MOODY LYNN LIEBERSON & WALKER, LLC → IAU
MOODY LYNN LIEBERSON & WALKER, LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$6.3M
Q3 2026
Peak value
$6.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $534K |
| Q4 2025 | $575K |
| Q1 2026 | $564K |
| Q2 2026 | $5.6M |
| Q3 2026 | $6.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.3M | 69.6K | — | — |
| Q2 2026 | $5.6M | 54.8K | — | — |
| Q1 2026 | $564K | 5.7K | — | — |
| Q4 2025 | $575K | 5.8K | — | — |
| Q3 2025 | $534K | 5.8K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B