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Livermore
Livermore
ZHEN

Evolution Wealth Advisors, LLC

SEC CIK
0001763121
Latest filing
Jul 29, 2026

IAU holding history

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

Shares (Q2 2026)
11,187
Value
$844.7K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of IAU by Evolution Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,187$844.7K0.1%+690+6.6%AddedHolders
Q1 202610,497$925.4K0.1%+1,620+18.2%AddedHolders
Q4 20258,877$720.5K0.1%+20.0%AddedHolders
Q3 20258,875$645.8K0.1%+135+1.5%AddedHolders
Q2 20258,740$545.0K0.1%+1,165+15.4%AddedHolders
Q1 20257,575$446.6K0.1%+490+6.9%AddedHolders
Q4 20247,085$350.8K0.1%+2,895+69.1%AddedHolders
Q3 20244,190$208.2K<0.1%+4,190NewHolders
Q1 20240$00.0%−8,075−100.0%Sold outHolders
Q4 20238,075$315.2K0.1%00.0%UnchangedHolders
Q3 20238,075$282.5K0.1%−110−1.3%ReducedHolders
Q2 20238,185$297.9K0.1%00.0%UnchangedHolders
Q1 20238,185$305.9K0.1%−580−6.6%ReducedHolders
Q4 20228,765$303.2K0.1%−685−7.2%ReducedHolders
Q3 20229,450$298.0K0.1%00.0%UnchangedHolders
Q2 20229,450$324.0K0.1%00.0%UnchangedHolders
Q1 20229,450$348.0K0.1%00.0%UnchangedHolders
Q4 20219,450$329.0K0.1%+9,450NewHolders
Q3 20210$00.0%−500−100.0%Sold outHolders
Q2 2021500$17.0K<0.1%00.0%UnchangedConverted for a 1-for-2 splitHolders
Q1 20211,000$16.0K<0.1%––Holders

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