True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

IAU holding history

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

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2024

Holdings of IAU by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−100−100.0%	Sold out	Holders
Q1 2024	100	$4.20K	<0.1%	+100	New	Holders