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Livermore
Livermore
ZHEN

IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

IAU holding history

iShares Gold Trust in every 13F filed by IFP Advisors, Inc, 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)
555,136
Value
$41.9M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of IAU by IFP Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026555,136$41.9M0.8%−11,717−2.1%ReducedHolders
Q1 2026566,853$50.0M1.0%−5,486−1.0%ReducedHolders
Q4 2025572,339$46.5M1.0%+5,393+1.0%AddedHolders
Q3 2025566,946$41.3M1.1%+16,404+3.0%AddedHolders
Q2 2025550,542$34.3M1.0%+15,038+2.8%AddedHolders
Q1 2025535,504$31.6M1.0%+28,319+5.6%AddedHolders
Q4 2024507,185$25.1M0.8%+86,542+20.6%AddedHolders
Q3 2024420,643$20.9M0.8%+20,865+5.2%AddedHolders
Q2 2024399,778$17.6M0.7%+35,565+9.8%AddedHolders
Q1 2024364,213$15.3M0.7%+86,735+31.3%AddedHolders
Q4 2023277,478$10.8M0.5%+194,486+234.3%AddedHolders
Q3 202382,992$2.90M0.1%−11,992−12.6%ReducedHolders
Q2 202394,984$3.41M0.2%+28,790+43.5%AddedHolders
Q1 202366,194$2.38M0.1%−118,545−64.2%ReducedHolders
Q4 2022184,739$6.72M0.2%−65,709−26.2%ReducedHolders
Q3 2022250,448$9.08M0.3%−115,243−31.5%ReducedHolders
Q2 2022365,691$13.2M0.4%−257,994−41.4%ReducedHolders
Q1 2022623,685$22.5M0.3%+523,031+519.6%AddedHolders
Q4 2021100,654$3.53M0.1%+3,909+4.0%AddedHolders
Q3 202196,745$3.24M0.1%−20,056−17.2%ReducedHolders
Q2 2021116,801$3.94M0.1%+7,347+6.7%AddedConverted for a 1-for-2 splitHolders
Q1 2021218,908$3.56M0.1%––Holders

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