Skip to main content

Addison Advisors LLC

SEC CIK
0001843745
Latest filing
Aug 10, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Addison 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 (Q2 2026)
737
Value
$55.7K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2022
Holdings of IAU by Addison Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026737$55.7K<0.1%00.0%UnchangedHolders
Q1 2026737$65.0K<0.1%00.0%UnchangedHolders
Q4 2025737$59.8K<0.1%+737NewHolders
Q1 20240$00.0%−117−100.0%Sold outHolders
Q4 2023117$4.57K<0.1%+113+2,825.0%AddedHolders
Q3 20234$140<0.1%+2+100.0%AddedHolders
Q2 20232$73<0.1%−5−71.4%ReducedHolders
Q1 20237$262<0.1%00.0%UnchangedHolders
Q4 20227$242<0.1%+7NewHolders
Q2 20220$00.0%−18−100.0%Sold outHolders
Q1 202218$1.00K<0.1%+18NewHolders