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Tempus Wealth Planning, LLC

SEC CIK
0001806428
Latest filing
Jul 22, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Tempus Wealth Planning, 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)
4,276
Value
$322.9K
% of portfolio
0.1%
Quarters held
9
Since Q1 2023
Holdings of IAU by Tempus Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,276$322.9K0.1%+588+15.9%AddedHolders
Q1 20263,688$325.1K0.1%−659−15.2%ReducedHolders
Q4 20254,347$352.8K0.1%−1,560−26.4%ReducedHolders
Q3 20255,907$429.9K0.1%+2,197+59.2%AddedHolders
Q2 20253,710$231.4K0.1%00.0%UnchangedHolders
Q1 20253,710$218.7K0.1%+3,710NewHolders
Q2 20240$00.0%−4,990−100.0%Sold outHolders
Q1 20244,990$209.6K0.1%−40,353−89.0%ReducedHolders
Q4 202345,343$1.77M0.8%+45,343NewHolders
Q2 20230$00.0%−22,086−100.0%Sold outHolders
Q1 202322,086$825.4K0.4%+22,086NewHolders