CI Private Wealth, LLC

SEC CIK: 0001948780
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

IAUM holding history

iShares Gold Trust Micro in every 13F filed by CI Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAUM overview All 13F holders of IAUM Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2025

Holdings of IAUM by CI Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−9,872−100.0%	Sold out	Holders
Q1 2026	9,872	$461.0K	<0.1%	+2,702+37.7%	Added	Holders
Q4 2025	7,170	$308.2K	<0.1%	+7,170	New	Holders