Divergent Wealth Advisors, LLC
- SEC CIK
- 0001731275
- Latest filing
- Oct 30, 2024
IAU holding history
iShares Gold Trust in every 13F filed by Divergent Wealth 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 Q3 2024 holdings
- Shares (Q3 2024)
- 17,333
- Value
- $861.5K
- % of portfolio
- 0.2%
- Quarters held
- 7
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 17,333 | $861.5K | 0.2% | +75+0.4% | Added | Holders |
| Q2 2024 | 17,258 | $758.1K | 0.1% | +1,811+11.7% | Added | Holders |
| Q1 2024 | 15,447 | $648.9K | 0.1% | −191−1.2% | Reduced | Holders |
| Q4 2023 | 15,638 | $610.4K | 0.1% | +322+2.1% | Added | Holders |
| Q3 2023 | 15,316 | $535.9K | 0.1% | +3,401+28.5% | Added | Holders |
| Q2 2023 | 11,915 | $433.6K | 0.1% | +845+7.6% | Added | Holders |
| Q1 2023 | 11,070 | $413.7K | 0.1% | +11,070 | New | Holders |