Skip to main content

Retirement Financial Solutions, LLC

SEC CIK
0001962532
Latest filing
Jul 30, 2026

IAUM holding history

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

IAUM overviewAll 13F holders of IAUMFull Q2 2026 holdings

Shares (Q2 2026)
31,752
Value
$1.27M
% of portfolio
0.3%
Quarters held
5
Since Q4 2022
Holdings of IAUM by Retirement Financial Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,752$1.27M0.3%+4,002+14.4%AddedHolders
Q1 202627,750$1.30M0.4%−2,510−8.3%ReducedHolders
Q4 202530,260$1.30M0.4%−31,821−51.3%ReducedHolders
Q3 202562,081$2.39M0.5%+62,081NewHolders
Q1 20230$00.0%−5,367−100.0%Sold outHolders
Q4 20225,367$97.7K0.1%–No prior filingHolders