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Wealth Quarterback LLC

SEC CIK
0001803386
Latest filing
Jul 27, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Wealth Quarterback 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 (Q2 2026)
250,563
Value
$18.9M
% of portfolio
5.8%
Quarters held
19
Since Q2 2021
Holdings of IAU by Wealth Quarterback LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026250,563$18.9M5.8%+69,181+38.1%AddedHolders
Q1 2026181,382$16.0M6.3%−19,865−9.9%ReducedHolders
Q4 2025201,247$16.3M5.9%+555+0.3%AddedHolders
Q3 2025200,692$14.6M5.6%+129,946+183.7%AddedHolders
Q2 202570,746$4.41M2.1%+22,520+46.7%AddedHolders
Q1 202548,226$2.84M1.6%+15,119+45.7%AddedHolders
Q4 202433,107$1.64M0.8%+12,512+60.8%AddedHolders
Q3 202420,595$1.02M0.5%−383−1.8%ReducedHolders
Q2 202420,978$921.5K0.5%+1,410+7.2%AddedHolders
Q1 202419,568$822.0K0.5%+742+3.9%AddedHolders
Q4 202318,826$734.8K0.4%−3,977−17.4%ReducedHolders
Q3 202322,803$797.9K0.7%−2,888−11.2%ReducedHolders
Q2 202325,691$934.9K0.6%−15,677−37.9%ReducedHolders
Q1 202341,368$1.55M1.3%−118,705−74.2%ReducedHolders
Q4 2022160,073$5.54M4.6%+3,298+2.1%AddedHolders
Q3 2022156,775$4.94M5.3%−2,998−1.9%ReducedHolders
Q2 2022159,773$5.48M4.3%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 202139,345$1.31M0.9%−1,805−4.4%ReducedHolders
Q2 202141,150$1.39M0.8%–No prior filingHolders