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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

IAU holding history

iShares Gold Trust in every 13F filed by HighMark Wealth Management 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of IAU by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−50−100.0%Sold outHolders
Q4 202350$1.95K<0.1%00.0%UnchangedHolders
Q3 202350$1.75K<0.1%00.0%UnchangedHolders
Q2 202350$1.82K<0.1%00.0%UnchangedHolders
Q1 202350$1.87K<0.1%00.0%UnchangedHolders
Q4 202250$1.73K<0.1%00.0%UnchangedHolders
Q3 202250$2.00K<0.1%00.0%UnchangedHolders
Q2 202250$2.00K<0.1%00.0%UnchangedHolders
Q1 202250$2.00K<0.1%00.0%UnchangedHolders
Q4 202150$2.00K<0.1%00.0%UnchangedHolders
Q3 202150$2.00K<0.1%00.0%UnchangedHolders
Q2 202150$2.00K<0.1%00.0%UnchangedConverted for a 1-for-2 splitHolders
Q1 2021100$2.00K<0.1%––Holders

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