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Livermore
Livermore
ZHEN

Level Four Advisory Services, LLC

SEC CIK
0001696715
Latest filing
Aug 10, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Level Four Advisory Services, 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)
59,306
Value
$4.48M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of IAU by Level Four Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202659,306$4.48M0.1%−313−0.5%ReducedHolders
Q1 202659,619$5.26M0.2%−2,419−3.9%ReducedHolders
Q4 202562,038$5.04M0.2%+21,868+54.4%AddedHolders
Q3 202540,170$2.92M0.1%+1,213+3.1%AddedHolders
Q2 202538,957$2.43M0.1%+28,500+272.5%AddedHolders
Q1 202510,457$616.5K<0.1%+1,864+21.7%AddedHolders
Q4 20248,593$425.4K<0.1%−973−10.2%ReducedHolders
Q3 20249,566$495.9K<0.1%−452−4.5%ReducedHolders
Q2 202410,018$440.1K<0.1%−511−4.9%ReducedHolders
Q1 202410,529$410.9K<0.1%00.0%UnchangedHolders
Q4 202310,529$410.9K<0.1%−1,168−10.0%ReducedHolders
Q3 202311,697$409.3K<0.1%+388+3.4%AddedHolders
Q2 202311,309$411.5K<0.1%+5,251+86.7%AddedHolders
Q1 20236,058$226.4K<0.1%+27+0.4%AddedHolders
Q4 20226,031$208.6K<0.1%−789−11.6%ReducedHolders
Q3 20226,820$215.0K<0.1%+47+0.7%AddedHolders
Q2 20226,773$232.0K<0.1%+284+4.4%AddedHolders
Q1 20226,489$239.0K<0.1%00.0%UnchangedHolders
Q4 20216,489$226.0K<0.1%+6,489NewHolders
Q2 20210$00.0%−5,384−100.0%Sold outConverted for a 1-for-2 splitHolders
Q1 202110,768$175.0K<0.1%––Holders

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