Moss Adams Wealth Advisors LLC

SEC CIK: 0001661245
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

IAU holding history

iShares Gold Trust in every 13F filed by Moss Adams 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 overview All 13F holders of IAU Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2024

Holdings of IAU by Moss Adams Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−5,677−100.0%	Sold out	Holders
Q1 2025	5,677	$334.7K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	5,677	$281.1K	<0.1%	00.0%	Unchanged	Holders
Q3 2024	5,677	$282.1K	<0.1%	+5,677	New	Holders