Back to IAU
Principia Wealth Advisory, LLC → IAU
Principia Wealth Advisory, LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
4
Latest value
$4.7M
Q2 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.5M |
| Q4 2025 | $4.4M |
| Q1 2026 | $4.3M |
| Q2 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $4.7M | 62.2K | — | — |
| Q1 2026 | $4.3M | 48.3K | — | — |
| Q4 2025 | $4.4M | 54.7K | — | — |
| Q3 2025 | $3.5M | 48.1K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B
Other Principia Wealth Advisory, LLC positions
ETHA
$24MINVESCO NASDAQ 100 ETF
ETHA
$20.2MINVESCO NASDAQ 100 ETF
ETHA
$16.2MINVESCO NASDAQ 100 ETF
LEO
$14.8MBNY MELLON US LARGE CAP CORE EQUITY ETF
ETHA
$13.8MINVESCO NASDAQ 100 ETF
VGES
$12.7MVANGUARD FTSE DEVELOPED MARKETS ETF
LEO
$12.5MBNY MELLON US LARGE CAP CORE EQUITY ETF
STT-PG
$12MSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF