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Edge Financial Advisors LLC

SEC CIK
0002011402
Latest filing
Jan 28, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Edge 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 Q4 2025 holdings

Shares (Q4 2025)
19,505
Value
$1.58M
% of portfolio
0.7%
Quarters held
3
Since Q2 2025
Holdings of IAU by Edge Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202519,505$1.58M0.7%−98−0.5%ReducedHolders
Q3 202519,603$1.43M0.6%+13,792+237.3%AddedHolders
Q2 20255,811$365.0K0.2%+5,811NewHolders