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Smith Thornton Advisors LLC → IAU
Smith Thornton Advisors LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$5M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.4M |
| Q4 2025 | $4.9M |
| Q1 2026 | $5.3M |
| Q2 2026 | $4.7M |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 64.1K | — | — |
| Q2 2026 | $4.7M | 62.5K | — | — |
| Q1 2026 | $5.3M | 60.4K | — | — |
| Q4 2025 | $4.9M | 60.7K | — | — |
| Q3 2025 | $4.4M | 60.1K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B
Other Smith Thornton Advisors LLC positions
COF-PN
$12.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$12.5MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$10.9MCAPITAL GROUP GROWTH ETF
COF-PN
$10.4MCAPITAL GROUP GROWTH ETF
COF-PN
$10.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$10.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$9.5MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$8.7MCAPITAL GROUP GROWTH ETF