Surevest, LLC

SEC CIK: 0001593842
Latest filing: Nov 14, 2022

SEC filings (opens in a new tab)

IAU holding history

iShares Gold Trust in every 13F filed by Surevest, 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 Q3 2022 holdings

Shares (Q3 2022): 2,326
Value: $73.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q4 2021

Holdings of IAU by Surevest, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	2,326	$73.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	2,326	$80.0K	<0.1%	+500+27.4%	Added	Holders
Q1 2022	1,826	$67.0K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	1,826	$64.0K	<0.1%	+1,826	New	Holders