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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

IAU holding history

iShares Gold Trust in every 13F filed by AE Wealth Management 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)
78,766
Value
$5.95M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IAU by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202678,766$5.95M<0.1%+13,148+20.0%AddedHolders
Q1 202665,618$5.78M<0.1%−11,573−15.0%ReducedHolders
Q4 202577,191$6.27M<0.1%+4,414+6.1%AddedHolders
Q3 202572,777$5.30M<0.1%+22,998+46.2%AddedHolders
Q2 202549,779$3.10M<0.1%−31,741−38.9%ReducedHolders
Q1 202581,520$4.81M<0.1%−48,300−37.2%ReducedHolders
Q4 2024129,820$6.43M0.1%−38,029−22.7%ReducedHolders
Q3 2024167,849$8.34M0.1%−14,382−7.9%ReducedHolders
Q2 2024182,231$8.01M0.1%+32,165+21.4%AddedHolders
Q1 2024150,066$6.30M0.1%−183,167−55.0%ReducedHolders
Q4 2023333,233$12.7M0.1%−24,159−6.8%ReducedHolders
Q3 2023357,392$12.5M0.1%−99,163−21.7%ReducedHolders
Q2 2023456,555$16.6M0.1%+106,809+30.5%AddedHolders
Q1 2023349,746$13.1M0.1%+69,527+24.8%AddedHolders
Q4 2022280,219$9.69M0.1%+63,221+29.1%AddedHolders
Q3 2022216,998$6.84M0.1%+22,043+11.3%AddedHolders
Q2 2022194,955$6.69M0.1%−24,882−11.3%ReducedHolders
Q1 2022219,837$8.10M0.1%−56,316−20.4%ReducedHolders
Q4 2021276,153$9.61M0.1%−31,140−10.1%ReducedHolders
Q3 2021307,293$10.3M0.1%+60,994+24.8%AddedHolders
Q2 2021246,299$8.30M0.1%−84,589−25.6%ReducedConverted for a 1-for-2 splitHolders
Q1 2021661,775$10.8M0.1%––Holders

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