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Livermore
Livermore
ZHEN

CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

IAU holding history

iShares Gold Trust in every 13F filed by CX Institutional, 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)
10,114
Value
$764.0K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of IAU by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,114$764.0K<0.1%+4,708+87.1%AddedHolders
Q1 20265,406$477.0K<0.1%−917−14.5%ReducedHolders
Q4 20256,323$513.0K<0.1%−450−6.6%ReducedHolders
Q3 20256,773$493.0K<0.1%+5,059+295.2%AddedHolders
Q2 20251,714$107.0K<0.1%−7,834−82.0%ReducedHolders
Q1 20259,548$563.0K<0.1%−3,584−27.3%ReducedHolders
Q4 202413,132$650.2K<0.1%+3,004+29.7%AddedHolders
Q3 202410,128$503.4K<0.1%+10,128NewHolders
Q1 20240$00.0%−2,148−100.0%Sold outHolders
Q4 20232,148$83.8K<0.1%−38,765−94.7%ReducedHolders
Q3 202340,913$1.43M0.1%−417,931−91.1%ReducedHolders
Q2 2023458,844$16.7M0.9%−17,086−3.6%ReducedHolders
Q1 2023475,930$17.9M1.0%+466,052+4,718.1%AddedHolders
Q4 20229,878$341.7K<0.1%−3,540−26.4%ReducedHolders
Q3 202213,418$423.0K<0.1%−30,716−69.6%ReducedHolders
Q2 202244,134$1.51M0.1%+44,134NewHolders
Q4 20210$00.0%−424−100.0%Sold outHolders
Q3 2021424$14.0K<0.1%+277+188.4%AddedHolders
Q2 2021147$5.00K<0.1%−1,295−89.8%ReducedConverted for a 1-for-2 splitHolders
Q1 20212,884$47.0K<0.1%––Holders

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