Instrumental Wealth, LLC
- SEC CIK
- 0001976010
- Latest filing
- Jul 16, 2026
IAU holding history
iShares Gold Trust in every 13F filed by Instrumental 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 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −51,266−100.0% | Sold out | Holders |
| Q1 2024 | 51,266 | $2.28M | 1.0% | −5,582−9.8% | Reduced | Holders |
| Q4 2023 | 56,848 | $2.16M | 2.3% | +2,231+4.1% | Added | Holders |
| Q3 2023 | 54,617 | $1.99M | 2.3% | −7,923−12.7% | Reduced | Holders |
| Q2 2023 | 62,540 | $2.32M | 2.8% | −38−0.1% | Reduced | Holders |
| Q1 2023 | 62,578 | $2.41M | 3.2% | – | No prior filing | Holders |