Back to IAU
Summit Place Financial Advisors, LLC → IAU
Summit Place Financial Advisors, LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
4
Latest value
$7.3M
Q3 2026
Peak value
$8.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.4M |
| Q1 2026 | $8.7M |
| Q2 2026 | $7.6M |
| Q3 2026 | $7.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.3M | 93.8K | — | — |
| Q2 2026 | $7.6M | 100.6K | — | — |
| Q1 2026 | $8.7M | 98.3K | — | — |
| Q4 2025 | $8.4M | 104.0K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B