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Signify Wealth

SEC CIK
0001769062
Latest filing
Feb 6, 2025

IAU holding history

iShares Gold Trust in every 13F filed by Signify Wealth, 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 Q4 2024 holdings

Shares (Q4 2024)
69,176
Value
$3.42M
% of portfolio
3.9%
Quarters held
6
Since Q3 2023
Holdings of IAU by Signify Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202469,176$3.42M3.9%+4,496+7.0%AddedHolders
Q3 202464,680$3.21M3.9%+6,373+10.9%AddedHolders
Q2 202458,307$2.56M3.7%−1,934−3.2%ReducedHolders
Q1 202460,241$2.53M4.2%+7,746+14.8%AddedHolders
Q4 202352,495$2.05M3.1%+17,829+51.4%AddedHolders
Q3 202334,666$1.21M1.6%+34,666NewHolders