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Coastal Bridge Advisors, LLC

SEC CIK
0001665976
Latest filing
Aug 17, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Coastal Bridge 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)
284,111
Value
$21.5M
% of portfolio
1.3%
Quarters held
22
Since Q1 2021
Holdings of IAU by Coastal Bridge Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026284,111$21.5M1.3%+828+0.3%AddedHolders
Q1 2026283,283$25.0M1.8%+5,155+1.9%AddedHolders
Q4 2025278,128$22.6M1.7%−1,487−0.5%ReducedHolders
Q3 2025279,615$20.3M1.5%+66,926+31.5%AddedHolders
Q2 2025212,689$13.3M1.1%+4,506+2.2%AddedHolders
Q1 2025208,183$12.3M1.8%+83,392+66.8%AddedHolders
Q4 2024124,791$6.18M1.6%+443+0.4%AddedHolders
Q3 2024124,348$6.18M1.5%−3,590−2.8%ReducedHolders
Q2 2024127,938$5.62M1.4%−1,072−0.8%ReducedHolders
Q1 2024129,010$5.42M1.2%−325−0.3%ReducedHolders
Q4 2023129,335$5.05M1.3%−15,130−10.5%ReducedHolders
Q3 2023144,465$5.05M1.4%00.0%UnchangedHolders
Q2 2023144,465$5.26M1.3%00.0%UnchangedHolders
Q1 2023144,465$5.40M1.4%−16,328−10.2%ReducedHolders
Q4 2022160,793$5.56M1.6%−20,448−11.3%ReducedHolders
Q3 2022181,241$5.71M1.5%−83,442−31.5%ReducedHolders
Q2 2022264,683$9.08M2.8%−94,875−26.4%ReducedHolders
Q1 2022359,558$13.2M3.0%−45,658−11.3%ReducedHolders
Q4 2021405,216$14.1M2.9%−49,313−10.8%ReducedHolders
Q3 2021454,529$15.2M3.5%−32,082−6.6%ReducedHolders
Q2 2021486,611$16.4M3.4%−5,552−1.1%ReducedConverted for a 1-for-2 splitHolders
Q1 2021984,326$16.0M2.9%––Holders

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