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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAU overviewAll 13F holders of IAUFull Q2 2026 holdings

Shares (Q2 2026)
109,777
Value
$8.29M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IAU by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026109,777$8.29M0.1%+75,473+220.0%AddedHolders
Q1 202634,304$3.02M<0.1%−389−1.1%ReducedHolders
Q4 202534,693$2.82M<0.1%+1,932+5.9%AddedHolders
Q3 202532,761$2.38M<0.1%+2,694+9.0%AddedHolders
Q2 202530,067$1.87M<0.1%−420−1.4%ReducedHolders
Q1 202530,487$1.80M<0.1%+428+1.4%AddedHolders
Q4 202430,059$1.49M<0.1%−1,034−3.3%ReducedHolders
Q3 202431,093$1.55M<0.1%−4,503−12.7%ReducedHolders
Q2 202435,596$1.56M<0.1%+18,808+112.0%AddedHolders
Q1 202416,788$742.0K<0.1%−376−2.2%ReducedHolders
Q4 202317,164$669.9K<0.1%+17+0.1%AddedHolders
Q3 202317,147$600.0K<0.1%−1,623−8.6%ReducedHolders
Q2 202318,770$683.0K<0.1%+2,640+16.4%AddedHolders
Q1 202316,130$602.8K<0.1%−173−1.1%ReducedHolders
Q4 202216,303$563.9K<0.1%−194−1.2%ReducedHolders
Q3 202216,497$520.0K<0.1%−24,396−59.7%ReducedHolders
Q2 202240,893$1.40M0.1%+1,781+4.6%AddedHolders
Q1 202239,112$1.44M0.1%+5,070+14.9%AddedHolders
Q4 202134,042$1.19M0.1%+1,501+4.6%AddedHolders
Q3 202132,541$1.09M0.1%−1,019−3.0%ReducedHolders
Q2 202133,560$1.13M0.1%+691+2.1%AddedConverted for a 1-for-2 splitHolders
Q1 202165,739$1.07M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.