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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Wealth Effects 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)
4,667
Value
$352.4K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of IAU by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,667$352.4K0.1%+4,667NewHolders