Back to IAU

SHRIER WEALTH MANAGEMENT, LLC → IAU

SHRIER WEALTH MANAGEMENT, LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$4.3M
Q3 2026
Peak value
$4.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.5M
Q1 2026$4.3M
Q2 2026$4.1M
Q3 2026$4.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.3M55.6K——
Q2 2026$4.1M54.1K——
Q1 2026$4.3M48.8K——
Q4 2025$4.5M55.0K——

Other funds holding IAU

Other SHRIER WEALTH MANAGEMENT, LLC positions

ETHA

ISHARES TR

$25.7M
ETHA

ISHARES TR

$23.2M
ETHA

ISHARES TR

$22.6M
ETHA

ISHARES TR

$20.4M
ETHA

ISHARES TR

$19.3M
VGES

VANGUARD INTL EQUITY INDEX F

$18.9M
VGES

VANGUARD INTL EQUITY INDEX F

$18.8M
ETHA

ISHARES TR

$18.7M