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Livermore
Livermore
ZHEN

CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

IAU holding history

iShares Gold Trust in every 13F filed by CWM, 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 Q1 2026 holdings

Shares (Q1 2026)
766,371
Value
$67.6M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of IAU by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026766,371$67.6M0.2%−1,187,742−60.8%ReducedHolders
Q4 20251,954,113$158.6M0.4%+57,372+3.0%AddedHolders
Q3 20251,896,741$138.0M0.4%+859,525+82.9%AddedHolders
Q2 20251,037,216$64.7M0.2%+56,643+5.8%AddedHolders
Q1 2025980,573$57.8M0.2%+212,603+27.7%AddedHolders
Q4 2024767,970$38.0M0.2%+734,327+2,182.7%AddedHolders
Q3 202433,643$1.67M<0.1%−417−1.2%ReducedHolders
Q2 202434,060$1.50M<0.1%+1,984+6.2%AddedHolders
Q1 202432,076$1.35M<0.1%+11,142+53.2%AddedHolders
Q4 202320,934$817.0K<0.1%+1,779+9.3%AddedHolders
Q3 202319,155$670.0K<0.1%+492+2.6%AddedHolders
Q2 202318,663$679.0K<0.1%+654+3.6%AddedHolders
Q1 202318,009$673.0K<0.1%−3,497−16.3%ReducedHolders
Q4 202221,506$744.0K<0.1%−12,778−37.3%ReducedHolders
Q3 202234,284$1.08M<0.1%−101,565−74.8%ReducedHolders
Q2 2022135,849$4.66M<0.1%−13,896−9.3%ReducedHolders
Q1 2022149,745$5.51M<0.1%+76,447+104.3%AddedHolders
Q4 202173,298$2.55M<0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 2021104,586$3.53M<0.1%+52,293+100.0%AddedConverted for a 1-for-2 splitHolders
Q1 2021104,586$3.53M<0.1%––Holders

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