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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Abound 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 Q2 2026 holdings

Shares (Q2 2026)
88
Value
$6.64K
% of portfolio
<0.1%
Quarters held
15
Since Q3 2022
Holdings of IAU by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202688$6.64K<0.1%+88NewHolders
Q1 20260$00.0%−57−100.0%Sold outHolders
Q4 202557$4.63K<0.1%+44+338.5%AddedHolders
Q3 202513$947<0.1%−835−98.5%ReducedHolders
Q2 2025848$52.9K<0.1%+142+20.1%AddedHolders
Q1 2025706$41.6K<0.1%+282+66.5%AddedHolders
Q4 2024424$21.0K<0.1%00.0%UnchangedHolders
Q3 2024424$21.1K<0.1%−432−50.5%ReducedHolders
Q2 2024856$37.6K<0.1%−410−32.4%ReducedHolders
Q1 20241,266$53.2K<0.1%+13+1.0%AddedHolders
Q4 20231,253$48.9K<0.1%+821+190.0%AddedHolders
Q3 2023432$15.1K<0.1%00.0%UnchangedHolders
Q2 2023432$15.7K<0.1%00.0%UnchangedHolders
Q1 2023432$16.1K<0.1%00.0%UnchangedHolders
Q4 2022432$14.9K<0.1%00.0%UnchangedHolders
Q3 2022432$13.6K<0.1%+432NewHolders