Skip to main content
Livermore
Livermore
ZHEN

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Sheets Smith Wealth Management, 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)
9,748
Value
$736.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IAU by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,748$736.1K0.1%−6,031−38.2%ReducedHolders
Q1 202615,779$1.39M0.2%−1,735−9.9%ReducedHolders
Q4 202517,514$1.42M0.2%−730−4.0%ReducedHolders
Q3 202518,244$1.33M0.2%+33+0.2%AddedHolders
Q2 202518,211$1.14M0.1%00.0%UnchangedHolders
Q1 202518,211$1.07M0.1%00.0%UnchangedHolders
Q4 202418,211$901.6K0.1%00.0%UnchangedHolders
Q3 202418,211$905.1K0.1%+684+3.9%AddedHolders
Q2 202417,527$770.0K0.1%−1,417−7.5%ReducedHolders
Q1 202418,944$795.8K0.1%+453+2.4%AddedHolders
Q4 202318,491$721.7K0.1%−1,044−5.3%ReducedHolders
Q3 202319,535$683.5K0.1%00.0%UnchangedHolders
Q2 202319,535$710.9K0.1%+4,528+30.2%AddedHolders
Q1 202315,007$560.8K0.1%+5,002+50.0%AddedHolders
Q4 202210,005$346.1K0.1%−1,274−11.3%ReducedHolders
Q3 202211,279$356.0K0.1%−4,938−30.4%ReducedHolders
Q2 202216,217$556.0K0.1%00.0%UnchangedHolders
Q1 202216,217$597.0K0.1%−715−4.2%ReducedHolders
Q4 202116,932$589.0K0.1%−578−3.3%ReducedHolders
Q3 202117,510$585.0K0.1%−1,580−8.3%ReducedHolders
Q2 202119,090$644.0K0.1%00.0%UnchangedConverted for a 1-for-2 splitHolders
Q1 202138,351$624.0K0.1%––Holders

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