Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

IAU holding history

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

IAU overview All 13F holders of IAU Full Q2 2026 holdings

Shares (Q2 2026): 627,964
Value: $47.4M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of IAU by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	627,964	$47.4M	0.7%	+7,332+1.2%	Added	Holders
Q1 2026	620,632	$54.7M	0.9%	−5,087−0.8%	Reduced	Holders
Q4 2025	625,719	$50.8M	0.7%	+6,224+1.0%	Added	Holders
Q3 2025	619,495	$45.1M	0.7%	−16,460−2.6%	Reduced	Holders
Q2 2025	635,955	$39.7M	0.6%	+4,735+0.8%	Added	Holders
Q1 2025	631,220	$37.2M	0.6%	−17,378−2.7%	Reduced	Holders
Q4 2024	648,598	$32.1M	0.5%	−4,762−0.7%	Reduced	Holders
Q3 2024	653,360	$32.5M	0.5%	−19,383−2.9%	Reduced	Holders
Q2 2024	672,743	$29.6M	0.5%	−4,375−0.6%	Reduced	Holders
Q1 2024	677,118	$28.4M	0.4%	−9,240−1.3%	Reduced	Holders
Q4 2023	686,358	$26.8M	0.4%	+3,789+0.6%	Added	Holders
Q3 2023	682,569	$23.9M	0.4%	−8,201−1.2%	Reduced	Holders
Q2 2023	690,770	$25.1M	0.5%	−1,067−0.2%	Reduced	Holders
Q1 2023	691,837	$25.9M	0.5%	−2,775−0.4%	Reduced	Holders
Q4 2022	694,612	$24.0M	0.5%	+2,885+0.4%	Added	Holders
Q3 2022	691,727	$21.8M	0.5%	−1,250−0.2%	Reduced	Holders
Q2 2022	692,977	$23.8M	0.5%	+612+0.1%	Added	Holders
Q1 2022	692,365	$25.5M	0.5%	+12,304+1.8%	Added	Holders
Q4 2021	680,061	$23.7M	0.4%	−21,635−3.1%	Reduced	Holders
Q3 2021	701,696	$23.4M	0.4%	+50,692+7.8%	Added	Holders
Q2 2021	651,004	$21.9M	0.4%	−12,066−1.8%	ReducedConverted for a 1-for-2 split	Holders
Q1 2021	1,326,140	$21.6M	0.4%	–	–	Holders

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