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Regimen Wealth, LLC

SEC CIK
0001963863
Latest filing
Aug 5, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Regimen Wealth, 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)
7,906
Value
$600.9K
% of portfolio
0.2%
Quarters held
5
Since Q2 2025
Holdings of IAU by Regimen Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,906$600.9K0.2%−16−0.2%ReducedHolders
Q1 20267,922$698.4K0.2%−1,036−11.6%ReducedHolders
Q4 20258,958$727.1K0.2%−87−1.0%ReducedHolders
Q3 20259,045$657.9K0.2%+58+0.6%AddedHolders
Q2 20258,987$560.4K0.2%+8,987NewHolders