Skip to main content

Intergy Private Wealth, LLC

SEC CIK
0001911342
Latest filing
Jul 17, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Intergy Private Wealth, 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 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2021
Holdings of IAU by Intergy Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−27,600−100.0%Sold outHolders
Q4 202127,600$961.0K0.8%–No prior filingHolders