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Livermore
Livermore
ZHEN

Horizons Wealth Management

SEC CIK
0001943228
Latest filing
Oct 5, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Horizons Wealth Management, 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 Q3 2026 holdings

Shares (Q3 2026)
1,039
Value
$81.1K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of IAU by Horizons Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20261,039$81.1K0.1%–No prior filingHolders
Q2 2026––––Not filedHolders
Q1 20261,760$155.2K0.1%−159−8.3%ReducedHolders
Q4 20251,919$155.8K0.1%−160−7.7%ReducedHolders
Q3 20252,079$151.3K0.1%−137−6.2%ReducedHolders
Q2 20252,216$138.2K0.1%−83−3.6%ReducedHolders
Q1 20252,299$135.5K0.1%−73−3.1%ReducedHolders
Q4 20242,372$117.4K0.1%−94−3.8%ReducedHolders
Q3 20242,466$122.6K0.1%−118−4.6%ReducedHolders
Q2 20242,584$117.1K0.1%−114−4.2%ReducedHolders
Q1 20242,698$105.3K0.1%00.0%UnchangedHolders
Q4 20232,698$105.3K0.1%−27−1.0%ReducedHolders
Q3 20232,725$95.3K0.1%−135−4.7%ReducedHolders
Q2 20232,860$104.1K0.1%00.0%UnchangedHolders
Q1 20232,860$106.9K0.1%−578−16.8%ReducedHolders
Q4 20223,438$119.0K0.1%−160−4.4%ReducedHolders
Q3 20223,598$113.0K0.1%00.0%UnchangedHolders
Q2 20223,598$120.0K0.1%–No prior filingHolders