Austin Private Wealth, LLC

SEC CIK: 0001800328
Latest filing: Jan 20, 2026

SEC filings (opens in a new tab)

IAU holding history

iShares Gold Trust in every 13F filed by Austin Private Wealth, LLC, 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 Q4 2025 holdings

Shares (Q4 2025): 8,065
Value: $654.6K
% of portfolio: <0.1%
Quarters held: 20; Since Q1 2021

Holdings of IAU by Austin Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	8,065	$654.6K	<0.1%	−696−7.9%	Reduced	Holders
Q3 2025	8,761	$637.5K	<0.1%	−1,198−12.0%	Reduced	Holders
Q2 2025	9,959	$621.0K	<0.1%	−6,374−39.0%	Reduced	Holders
Q1 2025	16,333	$963.0K	0.1%	−8,819−35.1%	Reduced	Holders
Q4 2024	25,152	$1.25M	0.1%	−3,438−12.0%	Reduced	Holders
Q3 2024	28,590	$1.42M	0.1%	+511+1.8%	Added	Holders
Q2 2024	28,079	$1.23M	0.1%	−2,053−6.8%	Reduced	Holders
Q1 2024	30,132	$1.31M	0.2%	−4,585−13.2%	Reduced	Holders
Q4 2023	34,717	$1.35M	0.2%	−2,103−5.7%	Reduced	Holders
Q3 2023	36,820	$1.29M	0.2%	−990−2.6%	Reduced	Holders
Q2 2023	37,810	$1.38M	0.2%	−3,588−8.7%	Reduced	Holders
Q1 2023	41,398	$1.55M	0.2%	−598−1.4%	Reduced	Holders
Q4 2022	41,996	$1.45M	0.3%	−4,010−8.7%	Reduced	Holders
Q3 2022	46,006	$1.45M	0.3%	−5,052−9.9%	Reduced	Holders
Q2 2022	51,058	$1.75M	0.4%	−9,081−15.1%	Reduced	Holders
Q1 2022	60,139	$2.21M	0.4%	−144−0.2%	Reduced	Holders
Q4 2021	60,283	$2.10M	0.4%	−310−0.5%	Reduced	Holders
Q3 2021	60,593	$2.02M	0.4%	+5,001+9.0%	Added	Holders
Q2 2021	55,592	$1.87M	0.4%	−3,237−5.5%	ReducedConverted for a 1-for-2 split	Holders
Q1 2021	117,658	$1.91M	0.5%	–	–	Holders

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