Mutual Advisors, LLC

SEC CIK: 0001694080
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

IAU holding history

iShares Gold Trust in every 13F filed by Mutual 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 2026): 68,583
Value: $5.18M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of IAU by Mutual Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	68,583	$5.18M	0.1%	+1,118+1.7%	Added	Holders
Q1 2026	67,465	$5.95M	0.1%	−94,617−58.4%	Reduced	Holders
Q4 2025	162,082	$13.2M	0.3%	+22,038+15.7%	Added	Holders
Q3 2025	140,044	$10.9M	0.2%	+67,047+91.8%	Added	Holders
Q2 2025	72,997	$4.59M	0.1%	−80,718−52.5%	Reduced	Holders
Q1 2025	153,715	$9.58M	0.3%	+12,359+8.7%	Added	Holders
Q4 2024	141,356	$7.24M	0.2%	+33,295+30.8%	Added	Holders
Q3 2024	108,061	$5.58M	0.2%	+67,285+165.0%	Added	Holders
Q2 2024	40,776	$1.84M	0.1%	+356+0.9%	Added	Holders
Q1 2024	40,420	$1.70M	0.1%	−8,840−17.9%	Reduced	Holders
Q4 2023	49,260	$1.92M	0.1%	+5,515+12.6%	Added	Holders
Q3 2023	43,745	$1.53M	0.1%	−5,622−11.4%	Reduced	Holders
Q2 2023	49,367	$1.80M	0.1%	+819+1.7%	Added	Holders
Q1 2023	48,548	$1.81M	0.1%	−16,903−25.8%	Reduced	Holders
Q4 2022	65,451	$2.26M	0.1%	+18,110+38.3%	Added	Holders
Q3 2022	47,341	$1.49M	0.1%	+11,896+33.6%	Added	Holders
Q2 2022	35,445	$1.22M	0.1%	−3,321−8.6%	Reduced	Holders
Q1 2022	38,766	$1.43M	0.1%	−1,076−2.7%	Reduced	Holders
Q4 2021	39,842	$1.39M	0.1%	−1,172−2.9%	Reduced	Holders
Q3 2021	41,014	$1.37M	0.1%	−333−0.8%	Reduced	Holders
Q2 2021	41,347	$1.39M	0.1%	+1,670+4.2%	AddedConverted for a 1-for-2 split	Holders
Q1 2021	79,354	$1.29M	0.1%	–	–	Holders

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