Balboa Wealth Partners
- SEC CIK
- 0001929008
- Latest filing
- Aug 10, 2026
IAU holding history
iShares Gold Trust in every 13F filed by Balboa Wealth Partners, 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)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −3,648−100.0% | Sold out | Holders |
| Q1 2026 | 3,648 | $321.6K | 0.1% | +15+0.4% | Added | Holders |
| Q4 2025 | 3,633 | $294.9K | <0.1% | +3,633 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −4,411−100.0% | Sold out | Holders |
| Q1 2025 | 4,411 | $260.1K | 0.1% | +4,411 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −7,594−100.0% | Sold out | Holders |
| Q3 2024 | 7,594 | $377.4K | 0.1% | +489+6.9% | Added | Holders |
| Q2 2024 | 7,105 | $312.1K | 0.1% | +7,105 | New | Holders |