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V Wealth Advisors LLC

SEC CIK
0001661149
Latest filing
Nov 15, 2023

IAU holding history

iShares Gold Trust in every 13F filed by V Wealth 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 Q3 2023 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of IAU by V Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−11,295−100.0%Sold outHolders
Q2 202311,295$411.0K0.1%00.0%UnchangedHolders
Q1 202311,295$422.1K0.1%00.0%UnchangedHolders
Q4 202211,295$390.7K0.1%−200−1.7%ReducedHolders
Q3 202211,495$362.0K0.1%−300−2.5%ReducedHolders
Q2 202211,795$405.0K0.1%+11,795NewHolders
Q1 20220$00.0%−12,641−100.0%Sold outHolders
Q4 202112,641$440.0K0.1%00.0%UnchangedHolders
Q3 202112,641$422.0K0.1%−1,008−7.4%ReducedHolders
Q2 202113,649$460.0K0.1%−37,194−73.2%ReducedConverted for a 1-for-2 splitHolders
Q1 2021101,686$1.65M0.3%––Holders

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