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BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

IAU holding history

iShares Gold Trust in every 13F filed by BKD Wealth 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)
12,634
Value
$954.0K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of IAU by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,634$954.0K<0.1%−82−0.6%ReducedHolders
Q1 202612,716$1.12M<0.1%+54+0.4%AddedHolders
Q4 202512,662$1.03M<0.1%−401−3.1%ReducedHolders
Q3 202513,063$950.6K<0.1%+555+4.4%AddedHolders
Q2 202512,508$780.0K<0.1%+40+0.3%AddedHolders
Q1 202512,468$735.1K<0.1%+287+2.4%AddedHolders
Q4 202412,181$603.1K<0.1%00.0%UnchangedHolders
Q3 202412,181$605.4K<0.1%−500−3.9%ReducedHolders
Q2 202412,681$557.1K<0.1%00.0%UnchangedHolders
Q1 202412,681$532.7K<0.1%−162−1.3%ReducedHolders
Q4 202312,843$501.3K<0.1%00.0%UnchangedHolders
Q3 202312,843$449.4K<0.1%−331−2.5%ReducedHolders
Q2 202313,174$479.4K<0.1%+1,507+12.9%AddedHolders
Q1 202311,667$436.0K<0.1%−254−2.1%ReducedHolders
Q4 202211,921$412.3K<0.1%−526−4.2%ReducedHolders
Q3 202212,447$392.0K<0.1%−2,164−14.8%ReducedHolders
Q2 202214,611$501.0K<0.1%+14,611NewHolders
Q1 20220$00.0%−7,718−100.0%Sold outHolders
Q4 20217,718$269.0K<0.1%+7,718NewHolders