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North Berkeley Wealth Management, LLC → IAU

North Berkeley Wealth Management, LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
3
Latest value
$15.5M
Q2 2026
Peak value
$15.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.8M
Q1 2026$10M
Q2 2026$15.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q2 2026$15.5M592.9K——
Q1 2026$10M421.2K——
Q4 2025$3.8M167.4K——

Other funds holding IAU

Other North Berkeley Wealth Management, LLC positions

ETHA

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ETHA

ISHARES TR

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ETHA

ISHARES TR

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SSD

SIMPSON MFG INC

$15.2M
ETHA

ISHARES TR

$14.1M
BLK

ISHARES TR

$13.8M
SSD

SIMPSON MFG INC

$13.7M
BLK

ISHARES TR

$13.6M