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Evernest Financial Advisors, LLC

SEC CIK
0002009530
Latest filing
Aug 5, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Evernest Financial 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2025
Holdings of IAU by Evernest Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,534−100.0%Sold outHolders
Q1 20262,534$223.2K<0.1%−105−4.0%ReducedHolders
Q4 20252,639$252.4K0.1%−464−15.0%ReducedHolders
Q3 20253,103$225.8K0.1%−245−7.3%ReducedHolders
Q2 20253,348$208.8K0.1%−80−2.3%ReducedHolders
Q1 20253,428$202.1K0.1%+3,428NewHolders