Wealth Alliance

SEC CIK: 0001793904
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

IAU holding history

iShares Gold Trust in every 13F filed by Wealth Alliance, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAU overview All 13F holders of IAU Full Q2 2026 holdings

Shares (Q2 2026): 100,720
Value: $7.61M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of IAU by Wealth Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	100,720	$7.61M	0.6%	−301−0.3%	Reduced	Holders
Q1 2026	101,021	$8.91M	0.9%	−46,463−31.5%	Reduced	Holders
Q4 2025	147,484	$12.0M	1.2%	−3,191−2.1%	Reduced	Holders
Q3 2025	150,675	$11.0M	1.1%	+25,217+20.1%	Added	Holders
Q2 2025	125,458	$7.82M	0.9%	−17,420−12.2%	Reduced	Holders
Q1 2025	142,878	$8.42M	1.0%	+30,744+27.4%	Added	Holders
Q4 2024	112,134	$5.55M	0.7%	+17,836+18.9%	Added	Holders
Q3 2024	94,298	$4.69M	0.6%	−450.0%	Reduced	Holders
Q2 2024	94,343	$4.14M	0.5%	−243−0.3%	Reduced	Holders
Q1 2024	94,586	$3.97M	0.5%	−112−0.1%	Reduced	Holders
Q4 2023	94,698	$3.70M	0.5%	−701−0.7%	Reduced	Holders
Q3 2023	95,399	$3.34M	0.5%	+3,377+3.7%	Added	Holders
Q2 2023	92,022	$3.35M	0.5%	+1,130+1.2%	Added	Holders
Q1 2023	90,892	$3.40M	0.6%	−30.0%	Reduced	Holders
Q4 2022	90,895	$3.14M	0.6%	−2,939−3.1%	Reduced	Holders
Q3 2022	93,834	$2.96M	0.6%	+113+0.1%	Added	Holders
Q2 2022	93,721	$3.21M	0.6%	+161+0.2%	Added	Holders
Q1 2022	93,560	$3.45M	0.7%	−340.0%	Reduced	Holders
Q4 2021	93,594	$3.26M	0.7%	−81−0.1%	Reduced	Holders
Q3 2021	93,675	$3.13M	0.7%	−270.0%	Reduced	Holders
Q2 2021	93,702	$3.16M	0.7%	+2,636+2.9%	AddedConverted for a 1-for-2 split	Holders
Q1 2021	182,132	$2.96M	0.8%	–	–	Holders

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