Skip to main content
Livermore
Livermore
ZHEN

TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

IAU holding history

iShares Gold Trust in every 13F filed by TRUE Private Wealth Advisors, 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)
389,255
Value
$29.4M
% of portfolio
2.5%
Quarters held
22
Since Q1 2021
Holdings of IAU by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026389,255$29.4M2.5%+183,599+89.3%AddedHolders
Q1 2026205,656$18.1M1.7%+168,751+457.3%AddedHolders
Q4 202536,905$3.00M0.3%+100.0%AddedHolders
Q3 202536,895$2.68M0.3%−364−1.0%ReducedHolders
Q2 202537,259$2.32M0.3%−1,456−3.8%ReducedHolders
Q1 202538,715$2.28M0.3%+337+0.9%AddedHolders
Q4 202438,378$1.90M0.2%+1,735+4.7%AddedHolders
Q3 202436,643$1.82M0.2%−1,395−3.7%ReducedHolders
Q2 202438,038$1.67M0.2%−30−0.1%ReducedHolders
Q1 202438,068$1.60M0.2%−2,000−5.0%ReducedHolders
Q4 202340,068$1.56M0.2%+641+1.6%AddedHolders
Q3 202339,427$1.38M0.2%−302−0.8%ReducedHolders
Q2 202339,729$1.45M0.2%+5,159+14.9%AddedHolders
Q1 202334,570$1.29M0.2%−4,471−11.5%ReducedHolders
Q4 202239,041$1.35M0.2%−17,270−30.7%ReducedHolders
Q3 202256,311$1.77M0.3%−1,111,158−95.2%ReducedHolders
Q2 20221,167,469$40.1M5.8%+38,323+3.4%AddedHolders
Q1 20221,129,146$40.4M5.7%+668,470+145.1%AddedHolders
Q4 2021460,676$16.0M2.3%−58,309−11.2%ReducedHolders
Q3 2021518,985$17.3M2.5%+32,074+6.6%AddedHolders
Q2 2021486,911$16.4M2.4%+127,163+35.3%AddedConverted for a 1-for-2 splitHolders
Q1 2021719,496$11.7M1.9%––Holders

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