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Pettinga Financial Advisors LLC → IAU
Pettinga Financial Advisors LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$6.1M
Q3 2026
Peak value
$10.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.5M |
| Q4 2025 | $10.1M |
| Q1 2026 | $4.4M |
| Q2 2026 | $3.8M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 77.9K | — | — |
| Q2 2026 | $3.8M | 50.9K | — | — |
| Q1 2026 | $4.4M | 50.1K | — | — |
| Q4 2025 | $10.1M | 124.8K | — | — |
| Q3 2025 | $9.5M | 130.5K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B