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Concentrum Wealth Management

SEC CIK
0001765387
Latest filing
Aug 6, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Concentrum Wealth Management, 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)
5,794
Value
$437.5K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of IAU by Concentrum Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,794$437.5K0.1%+166+2.9%AddedHolders
Q1 20265,628$496.2K0.1%+5,628NewHolders