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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Perigon 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 overviewAll 13F holders of IAUFull Q2 2026 holdings

Shares (Q2 2026)
344,717
Value
$26.0M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of IAU by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026344,717$26.0M0.4%+2,244+0.7%AddedHolders
Q1 2026342,473$30.2M0.5%−67,893−16.5%ReducedHolders
Q4 2025410,366$33.3M0.6%+26,302+6.8%AddedHolders
Q3 2025384,064$27.9M0.6%+52,610+15.9%AddedHolders
Q2 2025331,454$20.7M0.5%−8,888−2.6%ReducedHolders
Q1 2025340,342$20.1M0.5%+67,388+24.7%AddedHolders
Q4 2024272,954$14.0M0.3%+39,289+16.8%AddedHolders
Q3 2024233,665$11.6M0.3%+1,371+0.6%AddedHolders
Q2 2024232,294$10.2M0.3%−30,417−11.6%ReducedHolders
Q1 2024262,711$11.0M0.3%−9,786−3.6%ReducedHolders
Q4 2023272,497$10.6M0.3%−1,140−0.4%ReducedHolders
Q3 2023273,637$9.57M0.4%−9,374−3.3%ReducedHolders
Q2 2023283,011$10.3M0.4%+38,338+15.7%AddedHolders
Q1 2023244,673$9.14M0.5%−5,046−2.0%ReducedHolders
Q4 2022249,719$8.64M0.5%+144,945+138.3%AddedHolders
Q3 2022104,774$3.30M0.3%−8,067−7.1%ReducedHolders
Q2 2022112,841$3.87M0.3%+1,249+1.1%AddedHolders
Q1 2022111,592$4.11M0.3%+5,949+5.6%AddedHolders
Q4 2021105,643$3.68M0.3%−4,835−4.4%ReducedHolders
Q3 2021110,478$3.69M0.3%+275+0.2%AddedHolders
Q2 2021110,203$3.71M0.3%00.0%UnchangedConverted for a 1-for-2 splitHolders
Q1 2021221,353$3.60M0.4%––Holders

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