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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Rise Advisors, 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
9
Since Q4 2021
Holdings of IAU by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−25−100.0%Sold outHolders
Q4 202325$976<0.1%−25−50.0%ReducedHolders
Q3 202350$1.75K<0.1%−1,162−95.9%ReducedHolders
Q2 20231,212$44.1K<0.1%00.0%UnchangedHolders
Q1 20231,212$45.3K<0.1%00.0%UnchangedHolders
Q4 20221,212$41.9K<0.1%−25−2.0%ReducedHolders
Q3 20221,237$39.0K<0.1%00.0%UnchangedHolders
Q2 20221,237$42.0K<0.1%00.0%UnchangedHolders
Q1 20221,237$46.0K<0.1%00.0%UnchangedHolders
Q4 20211,237$43.1K<0.1%–No prior filingHolders