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Livermore
Livermore
ZHEN

Endowment Wealth Management, Inc.

SEC CIK
0001904477
Latest filing
Aug 5, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Endowment 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)
7,776
Value
$587.2K
% of portfolio
0.2%
Quarters held
18
Since Q1 2022
Holdings of IAU by Endowment Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,776$587.2K0.2%+1,209+18.4%AddedHolders
Q1 20266,567$578.9K0.3%−1,777−21.3%ReducedHolders
Q4 20258,344$677.3K0.3%−550−6.2%ReducedHolders
Q3 20258,894$647.2K0.3%−29−0.3%ReducedHolders
Q2 20258,923$556.4K0.3%−94−1.0%ReducedHolders
Q1 20259,017$531.6K0.3%−313−3.4%ReducedHolders
Q4 20249,330$461.9K0.3%+339+3.8%AddedHolders
Q3 20248,991$446.9K0.3%+56+0.6%AddedHolders
Q2 20248,935$392.5K0.3%−146−1.6%ReducedHolders
Q1 20249,081$381.5K0.3%−40−0.4%ReducedHolders
Q4 20239,121$356.0K0.3%+53+0.6%AddedHolders
Q3 20239,068$317.3K0.3%+70+0.8%AddedHolders
Q2 20238,998$327.4K0.3%+29+0.3%AddedHolders
Q1 20238,969$332.6K0.3%+730+8.9%AddedHolders
Q4 20228,239$285.0K0.3%−138−1.6%ReducedHolders
Q3 20228,377$264.0K0.3%+107+1.3%AddedHolders
Q2 20228,270$284.0K0.3%+89+1.1%AddedHolders
Q1 20228,181$301.0K0.3%+8,181NewHolders