Skip to main content

Wealth Preservation Advisors, LLC

SEC CIK
0001968434
Latest filing
Aug 14, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Wealth Preservation 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of IAU by Wealth Preservation Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−828−100.0%Sold outHolders
Q4 2025828$67.2K<0.1%00.0%UnchangedHolders
Q3 2025828$60.3K<0.1%00.0%UnchangedHolders
Q2 2025828$51.6K<0.1%00.0%UnchangedHolders
Q1 2025828$48.8K<0.1%–No prior filingHolders