Skip to main content

High Net Worth Advisory Group LLC

SEC CIK
0001919142
Latest filing
Jul 29, 2026

IAU holding history

iShares Gold Trust in every 13F filed by High Net Worth Advisory Group 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)
3,329
Value
$251.4K
% of portfolio
0.1%
Quarters held
10
Since Q4 2021
Holdings of IAU by High Net Worth Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,329$251.4K0.1%00.0%UnchangedHolders
Q1 20263,329$293.5K0.1%00.0%UnchangedHolders
Q4 20253,329$270.2K0.1%00.0%UnchangedHolders
Q3 20253,329$242.3K0.1%00.0%UnchangedHolders
Q2 20253,329$207.6K0.1%+3,329NewHolders
Q1 20230$00.0%−3,238−100.0%Sold outHolders
Q4 20223,238$112.0K<0.1%00.0%UnchangedHolders
Q3 20223,238$102.0K<0.1%00.0%UnchangedHolders
Q2 20223,238$111.0K<0.1%00.0%UnchangedHolders
Q1 20223,238$119.0K<0.1%00.0%UnchangedHolders
Q4 20213,238$113.0K<0.1%–No prior filingHolders