Skip to main content
Livermore
Livermore
ZHEN

First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

IAU holding history

iShares Gold Trust in every 13F filed by First Foundation Advisors, 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)
359,362
Value
$27.1M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of IAU by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026359,362$27.1M1.0%+11,589+3.3%AddedHolders
Q1 2026347,773$30.7M1.2%+5,875+1.7%AddedHolders
Q4 2025341,898$27.8M1.0%+10,503+3.2%AddedHolders
Q3 2025331,395$24.1M0.9%−22,318−6.3%ReducedHolders
Q2 2025353,713$22.1M0.8%−17,806−4.8%ReducedHolders
Q1 2025371,519$21.9M0.9%+29,628+8.7%AddedHolders
Q4 2024341,891$16.9M0.6%+25,557+8.1%AddedHolders
Q3 2024316,334$15.7M0.6%−2,194−0.7%ReducedHolders
Q2 2024318,528$14.0M0.5%+6,736+2.2%AddedHolders
Q1 2024311,792$13.1M0.5%−9,458−2.9%ReducedHolders
Q4 2023321,250$12.5M0.6%−12,501−3.7%ReducedHolders
Q3 2023333,751$11.7M0.5%−24,395−6.8%ReducedHolders
Q2 2023358,146$13.0M0.6%−21,432−5.6%ReducedHolders
Q1 2023379,578$14.2M0.7%−61,755−14.0%ReducedHolders
Q4 2022441,333$15.3M0.7%−251,103−36.3%ReducedHolders
Q3 2022692,436$21.8M1.1%−1,876,424−73.0%ReducedHolders
Q2 20222,568,860$88.1M3.9%−45,868−1.8%ReducedHolders
Q1 20222,614,728$96.3M3.5%−20,573−0.8%ReducedHolders
Q4 20212,635,301$91.7M3.2%−42,214−1.6%ReducedHolders
Q3 20212,677,515$89.5M3.3%−16,670−0.6%ReducedHolders
Q2 20212,694,185$90.8M3.5%−252,233−8.6%ReducedConverted for a 1-for-2 splitHolders
Q1 20215,892,836$95.8M4.1%––Holders

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