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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Integrated Wealth Concepts 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)
258,407
Value
$19.5M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IAU by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026258,407$19.5M0.1%−56,675−18.0%ReducedHolders
Q1 2026315,082$27.8M0.2%−39,441−11.1%ReducedHolders
Q4 2025354,523$28.8M0.3%+19,754+5.9%AddedHolders
Q3 2025334,769$24.4M0.2%+28,133+9.2%AddedHolders
Q2 2025306,636$19.1M0.2%−17,871−5.5%ReducedHolders
Q1 2025324,507$19.1M0.2%+233,936+258.3%AddedHolders
Q4 202490,571$4.48M0.1%+37,432+70.4%AddedHolders
Q3 202453,139$2.64M<0.1%+44+0.1%AddedHolders
Q2 202453,095$2.33M<0.1%−3,652−6.4%ReducedHolders
Q1 202456,747$2.38M<0.1%−8,022−12.4%ReducedHolders
Q4 202364,769$2.53M<0.1%−924−1.4%ReducedHolders
Q3 202365,693$2.30M<0.1%−5,010−7.1%ReducedHolders
Q2 202370,703$2.57M<0.1%+8,048+12.8%AddedHolders
Q1 202362,655$2.34M<0.1%+17,788+39.6%AddedHolders
Q4 202244,867$1.55M<0.1%−561−1.2%ReducedHolders
Q3 202245,428$1.43M<0.1%+1,784+4.1%AddedHolders
Q2 202243,644$1.50M<0.1%+17,542+67.2%AddedHolders
Q1 202226,102$961.0K<0.1%−44,871−63.2%ReducedHolders
Q4 202170,973$2.47M0.1%−1,948−2.7%ReducedHolders
Q3 202172,921$2.44M0.1%+4,938+7.3%AddedHolders
Q2 202167,983$2.29M0.1%+6,297+10.2%AddedConverted for a 1-for-2 splitHolders
Q1 2021123,373$2.01M0.1%––Holders

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