Copperleaf Capital, LLC

SEC CIK: 0001802225
Latest filing: Oct 28, 2025

SEC filings (opens in a new tab)

IAU holding history

iShares Gold Trust in every 13F filed by Copperleaf Capital, 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 Q3 2025 holdings

Shares (Q3 2025): 47,867
Value: $3.48M
% of portfolio: 1.7%
Quarters held: 3; Since Q1 2025

Holdings of IAU by Copperleaf Capital, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	47,867	$3.48M	1.7%	+37,533+363.2%	Added	Holders
Q2 2025	10,334	$644.4K	0.3%	+3,933+61.4%	Added	Holders
Q1 2025	6,401	$377.4K	0.2%	+6,401	New	Holders