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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Wealthspire 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)
1,659,286
Value
$125.3M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of IAU by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,659,286$125.3M0.7%+1,628,465+5,283.6%AddedHolders
Q1 202630,821$2.72M<0.1%−2,346−7.1%ReducedHolders
Q4 202533,167$2.69M<0.1%−36,249−52.2%ReducedHolders
Q3 202569,416$5.05M<0.1%−3,440−4.7%ReducedHolders
Q2 202572,856$4.54M<0.1%−11,674−13.8%ReducedHolders
Q1 202584,530$4.98M<0.1%+51,839+158.6%AddedHolders
Q4 202432,691$1.62M<0.1%+2,622+8.7%AddedHolders
Q3 202430,069$1.49M<0.1%+3,804+14.5%AddedHolders
Q2 202426,265$1.15M<0.1%+1,584+6.4%AddedHolders
Q1 202424,681$1.04M<0.1%−41−0.2%ReducedHolders
Q4 202324,722$964.9K<0.1%−226−0.9%ReducedHolders
Q3 202324,948$872.9K<0.1%−2,791−10.1%ReducedHolders
Q2 202327,739$1.01M<0.1%+2,412+9.5%AddedHolders
Q1 202325,327$946.5K<0.1%+83+0.3%AddedHolders
Q4 202225,244$873.2K<0.1%00.0%UnchangedHolders
Q3 202225,244$796.0K<0.1%+3,734+17.4%AddedHolders
Q2 202221,510$738.0K<0.1%+4,866+29.2%AddedHolders
Q1 202216,644$613.0K<0.1%−1,154−6.5%ReducedHolders
Q4 202117,798$620.0K<0.1%−6,320−26.2%ReducedHolders
Q3 202124,118$806.0K<0.1%+4,739+24.5%AddedHolders
Q2 202119,379$653.0K<0.1%−6,657−25.6%ReducedConverted for a 1-for-2 splitHolders
Q1 202152,071$847.0K<0.1%––Holders

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