Certus Wealth Management, LLC
- SEC CIK
- 0001989526
- Latest filing
- Nov 7, 2025
IAU holding history
iShares Gold Trust in every 13F filed by Certus Wealth Management, 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 Q3 2025 holdings
- Shares (Q3 2025)
- 33,867
- Value
- $2.46M
- % of portfolio
- 1.5%
- Quarters held
- 4
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 33,867 | $2.46M | 1.5% | +12,776+60.6% | Added | Holders |
| Q2 2025 | 21,091 | $1.32M | 0.8% | +2,407+12.9% | Added | Holders |
| Q1 2025 | 18,684 | $1.14M | 0.8% | +6,853+57.9% | Added | Holders |
| Q4 2024 | 11,831 | $649.3K | 0.4% | +11,831 | New | Holders |