Skip to main content

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

IAU holding history

iShares Gold Trust in every 13F filed by GWM 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)
756,577
Value
$57.1M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of IAU by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026756,577$57.1M0.2%+29,326+4.0%AddedHolders
Q1 2026727,251$64.1M0.2%−450,450−38.2%ReducedHolders
Q4 20251,177,701$95.6M0.3%+8,162+0.7%AddedHolders
Q3 20251,169,539$85.1M0.4%+369,531+46.2%AddedHolders
Q2 2025800,008$49.9M0.3%+15,768+2.0%AddedHolders
Q1 2025784,240$46.2M0.3%+270,790+52.7%AddedHolders
Q4 2024513,450$25.4M0.2%+320,532+166.1%AddedHolders
Q3 2024192,918$9.59M0.1%−11,547−5.6%ReducedHolders
Q2 2024204,465$8.98M0.1%+22,492+12.4%AddedHolders
Q1 2024181,973$7.64M0.1%−3,326−1.8%ReducedHolders
Q4 2023185,299$7.18M0.1%−2,314−1.2%ReducedHolders
Q3 2023187,613$6.56M0.1%−4,412−2.3%ReducedHolders
Q2 2023192,025$6.99M0.1%+69,647+56.9%AddedHolders
Q1 2023122,378$4.72M0.1%−15,805−11.4%ReducedHolders
Q4 2022138,183$4.58M0.1%+12,036+9.5%AddedHolders
Q3 2022126,147$3.98M0.1%−5,418−4.1%ReducedHolders
Q2 2022131,565$4.51M0.1%+17,444+15.3%AddedHolders
Q1 2022114,121$4.20M0.1%−15,306−11.8%ReducedHolders
Q4 2021129,427$4.50M0.1%+106,673+468.8%AddedHolders
Q3 202122,754$760.0K<0.1%+3,178+16.2%AddedHolders
Q2 202119,576$660.0K<0.1%+1,017+5.5%AddedConverted for a 1-for-2 splitHolders
Q1 202137,119$604.0K<0.1%––Holders

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