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Operose Advisors LLC

SEC CIK
0001909750
Latest filing
Aug 13, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Operose 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)
1,146
Value
$86.5K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2021
Holdings of IAU by Operose Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,146$86.5K<0.1%−57−4.7%ReducedHolders
Q1 20261,203$106.1K<0.1%+47+4.1%AddedHolders
Q4 20251,156$93.8K<0.1%+317+37.8%AddedHolders
Q3 2025839$61.1K<0.1%00.0%UnchangedHolders
Q2 2025839$52.3K<0.1%00.0%UnchangedHolders
Q1 2025839$49.5K<0.1%+839NewHolders
Q1 20230$00.0%−501−100.0%Sold outHolders
Q4 2022501$17.3K<0.1%−392−43.9%ReducedHolders
Q3 2022893$28.0K<0.1%+25+2.9%AddedHolders
Q2 2022868$30.0K<0.1%00.0%UnchangedHolders
Q1 2022868$32.0K<0.1%00.0%UnchangedHolders
Q4 2021868$30.0K<0.1%–No prior filingHolders