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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Marks Group Wealth Management, Inc, 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)
26,358
Value
$1.99M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of IAU by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,358$1.99M0.2%00.0%UnchangedHolders
Q1 202626,358$2.32M0.2%−738−2.7%ReducedHolders
Q4 202527,096$2.20M0.2%00.0%UnchangedHolders
Q3 202527,096$1.97M0.2%00.0%UnchangedHolders
Q2 202527,096$1.69M0.2%+1,331+5.2%AddedHolders
Q1 202525,765$1.52M0.1%−8,555−24.9%ReducedHolders
Q4 202434,320$1.70M0.2%−209−0.6%ReducedHolders
Q3 202434,529$1.72M0.2%+474+1.4%AddedHolders
Q2 202434,055$1.50M0.2%00.0%UnchangedHolders
Q1 202434,055$1.43M0.1%−2,468−6.8%ReducedHolders
Q4 202336,523$1.43M0.2%−36,844−50.2%ReducedHolders
Q3 202373,367$2.57M0.3%−7,588−9.4%ReducedHolders
Q2 202380,955$2.95M0.4%−1,818−2.2%ReducedHolders
Q1 202382,773$3.09M0.4%−5,837−6.6%ReducedHolders
Q4 202288,610$3.07M0.4%−656,513−88.1%ReducedHolders
Q3 2022745,123$23.5M3.6%+1,728+0.2%AddedHolders
Q2 2022743,395$25.5M3.7%−14,763−1.9%ReducedHolders
Q1 2022758,158$27.9M3.5%+54,133+7.7%AddedHolders
Q4 2021704,025$24.5M3.0%+10,391+1.5%AddedHolders
Q3 2021693,634$23.2M3.1%+37,215+5.7%AddedHolders
Q2 2021656,419$22.1M3.0%+15,848+2.5%AddedConverted for a 1-for-2 splitHolders
Q1 20211,281,142$20.8M3.1%––Holders

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