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SOFI WEALTH, LLC → IAU

SOFI WEALTH, LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$24.1M
Q3 2026
Peak value
$24.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$22.5M
Q1 2026$21.3M
Q2 2026$19.9M
Q3 2026$24.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$24.1M308.0K——
Q2 2026$19.9M263.4K——
Q1 2026$21.3M241.1K——
Q4 2025$22.5M277.6K——

Other funds holding IAU

Other SOFI WEALTH, LLC positions

ETHA

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ETHA

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$260.8M
ETHA

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$259.3M
ETHA

BLACKROCK ETF TRUST

$257.9M
ETHA

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$254.4M
ETHA

ISHARES TR

$253.2M