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Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Ethos Financial 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)
4,929
Value
$372.2K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of IAU by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,929$372.2K<0.1%+110+2.3%AddedHolders
Q1 20264,819$391.2K<0.1%00.0%UnchangedHolders
Q4 20254,819$391.2K<0.1%00.0%UnchangedHolders
Q3 20254,819$350.7K<0.1%00.0%UnchangedHolders
Q2 20254,819$300.5K<0.1%00.0%UnchangedHolders
Q1 20254,819$284.1K<0.1%+4,819NewHolders