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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

IAUM holding history

iShares Gold Trust Micro 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.

IAUM overviewAll 13F holders of IAUMFull Q2 2026 holdings

Shares (Q2 2026)
1,462
Value
$58.5K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of IAUM by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,462$58.5K<0.1%00.0%UnchangedHolders
Q1 20261,462$68.3K<0.1%00.0%UnchangedHolders
Q4 20251,462$62.9K<0.1%00.0%UnchangedHolders
Q3 20251,462$56.3K<0.1%00.0%UnchangedHolders
Q2 20251,462$48.2K<0.1%00.0%UnchangedHolders
Q1 20251,462$45.6K<0.1%00.0%UnchangedHolders
Q4 20241,462$38.3K<0.1%00.0%UnchangedHolders
Q3 20241,462$38.4K<0.1%00.0%UnchangedHolders
Q2 20241,462$33.9K<0.1%00.0%UnchangedHolders
Q1 20241,462$32.4K<0.1%00.0%UnchangedHolders
Q4 20231,462$30.1K<0.1%00.0%UnchangedHolders
Q3 20231,462$27.0K<0.1%+1,462NewHolders