Betterment LLC

SEC CIK: 0001633901
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

IAUM holding history

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

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

Shares (Q2 2026): 22,776
Value: $911.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of IAUM by Betterment LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,776	$911.0K	<0.1%	+5,224+29.8%	Added	Holders
Q1 2026	17,552	$820.0K	<0.1%	+12,270+232.3%	Added	Holders
Q4 2025	5,282	$227.0K	<0.1%	+5,282	New	Holders