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Livermore
Livermore
ZHEN

Continuum Wealth Advisors, LLC

SEC CIK
0001966482
Latest filing
Jul 21, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Continuum Wealth Advisors, 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)
5,231
Value
$395.0K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of IAU by Continuum Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,231$395.0K0.1%−394−7.0%ReducedHolders
Q1 20265,625$495.9K0.2%−176−3.0%ReducedHolders
Q4 20255,801$470.9K0.2%−17−0.3%ReducedHolders
Q3 20255,818$423.4K0.2%00.0%UnchangedHolders
Q2 20255,818$362.8K0.2%00.0%UnchangedHolders
Q1 20255,818$343.0K0.2%00.0%UnchangedHolders
Q4 20245,818$288.0K0.1%+18+0.3%AddedHolders
Q3 20245,800$288.3K0.2%00.0%UnchangedHolders
Q2 20245,800$254.8K0.1%−165−2.8%ReducedHolders
Q1 20245,965$250.6K0.1%+195+3.4%AddedHolders
Q4 20235,770$225.2K0.1%00.0%UnchangedHolders
Q3 20235,770$201.9K0.1%−20−0.3%ReducedHolders
Q2 20235,790$210.7K0.1%+11+0.2%AddedHolders
Q1 20235,779$216.0K0.2%−212−3.5%ReducedHolders
Q4 20225,991$207.2K0.2%–No prior filingHolders