Back to IAU
Stonebridge Financial Group, LLC → IAU
Stonebridge Financial Group, LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$13M
Q3 2026
Peak value
$14.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.4M |
| Q4 2025 | $13.7M |
| Q1 2026 | $14.6M |
| Q2 2026 | $12.5M |
| Q3 2026 | $13M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13M | 166.3K | — | — |
| Q2 2026 | $12.5M | 165.2K | — | — |
| Q1 2026 | $14.6M | 166.2K | — | — |
| Q4 2025 | $13.7M | 168.4K | — | — |
| Q3 2025 | $12.4M | 169.7K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B