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Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Curated Wealth Partners 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)
16,522
Value
$1.25M
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of IAU by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,522$1.25M0.1%00.0%UnchangedHolders
Q1 202616,522$1.46M0.2%00.0%UnchangedHolders
Q4 202516,522$1.34M0.1%+164+1.0%AddedHolders
Q3 202516,358$1.19M0.1%+16,358NewHolders