Skip to main content

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Beacon Pointe 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 Q2 2026 holdings

Shares (Q2 2026)
431,181
Value
$32.6M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of IAU by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026431,181$32.6M0.2%−24,289−5.3%ReducedHolders
Q1 2026455,470$40.2M0.2%+147,746+48.0%AddedHolders
Q4 2025307,724$25.0M0.2%+14,030+4.8%AddedHolders
Q3 2025293,694$21.4M0.2%−61,400−17.3%ReducedHolders
Q2 2025355,094$22.1M0.2%−9,630−2.6%ReducedHolders
Q1 2025364,724$21.5M0.2%−8,527−2.3%ReducedHolders
Q4 2024373,251$18.5M0.2%+5,071+1.4%AddedHolders
Q3 2024368,180$18.3M0.2%−10,210−2.7%ReducedHolders
Q2 2024378,390$16.6M0.2%−8,463−2.2%ReducedHolders
Q1 2024386,853$16.3M0.2%−13,356−3.3%ReducedHolders
Q4 2023400,209$15.6M0.2%+85,623+27.2%AddedHolders
Q3 2023314,586$11.0M0.1%+83,680+36.2%AddedHolders
Q2 2023230,906$8.40M0.1%+2,161+0.9%AddedHolders
Q1 2023228,745$8.55M0.1%+15,842+7.4%AddedHolders
Q4 2022212,903$7.36M0.1%+33,577+18.7%AddedHolders
Q3 2022179,326$5.64M0.1%+7,749+4.5%AddedHolders
Q2 2022171,577$5.89M0.1%−153,734−47.3%ReducedHolders
Q1 2022325,311$12.0M0.2%+106,797+48.9%AddedHolders
Q4 2021218,514$7.61M0.2%−259,197−54.3%ReducedHolders
Q3 2021477,711$16.0M0.4%−56,715−10.6%ReducedHolders
Q2 2021534,426$18.0M0.6%+157,860+41.9%AddedConverted for a 1-for-2 splitHolders
Q1 2021753,132$12.2M0.8%––Holders

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