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Livermore
Livermore
ZHEN

Delta Financial Advisors LLC

SEC CIK
0001790295
Latest filing
Aug 5, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Delta Financial 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)
81,171
Value
$6.13M
% of portfolio
1.5%
Quarters held
22
Since Q1 2021
Holdings of IAU by Delta Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202681,171$6.13M1.5%00.0%UnchangedHolders
Q1 202681,171$7.16M1.9%+47+0.1%AddedHolders
Q4 202581,124$6.58M1.7%+802+1.0%AddedHolders
Q3 202580,322$5.85M1.7%00.0%UnchangedHolders
Q2 202580,322$5.01M1.8%+75+0.1%AddedHolders
Q1 202580,247$4.73M1.8%−100.0%ReducedHolders
Q4 202480,257$3.97M1.5%−1,956−2.4%ReducedHolders
Q3 202482,213$4.09M1.5%−1,540−1.8%ReducedHolders
Q2 202483,753$3.68M1.4%+1,800+2.2%AddedHolders
Q1 202481,953$3.44M1.4%−507−0.6%ReducedHolders
Q4 202382,460$3.22M1.4%00.0%UnchangedHolders
Q3 202382,460$2.89M1.3%00.0%UnchangedHolders
Q2 202382,460$3.00M1.3%−1,322−1.6%ReducedHolders
Q1 202383,782$3.13M1.5%00.0%UnchangedHolders
Q4 202283,782$2.90M1.4%00.0%UnchangedHolders
Q3 202283,782$2.64M1.4%−2,107−2.5%ReducedHolders
Q2 202285,889$2.95M1.5%−50−0.1%ReducedHolders
Q1 202285,939$3.17M1.4%−1,000−1.2%ReducedHolders
Q4 202186,939$3.03M1.2%−437−0.5%ReducedHolders
Q3 202187,376$2.92M1.3%−1,137−1.3%ReducedHolders
Q2 202188,513$2.98M1.3%+1,348+1.5%AddedConverted for a 1-for-2 splitHolders
Q1 2021174,330$2.83M1.3%––Holders

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