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Wiser Advisor Group LLC

SEC CIK
0002011550
Latest filing
Aug 14, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Wiser Advisor Group 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)
27
Value
$2.04K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2023
Holdings of IAU by Wiser Advisor Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627$2.04K<0.1%00.0%UnchangedHolders
Q1 202627$2.38K<0.1%00.0%UnchangedHolders
Q4 202527$2.19K<0.1%00.0%UnchangedHolders
Q3 202527$1.97K<0.1%+27NewHolders
Q2 20250$00.0%−27−100.0%Sold outHolders
Q1 202527$1.59K<0.1%00.0%UnchangedHolders
Q4 202427$1.34K<0.1%00.0%UnchangedHolders
Q3 202427$1.34K<0.1%00.0%UnchangedHolders
Q2 202427$1.19K<0.1%00.0%UnchangedHolders
Q1 202427$1.13K<0.1%00.0%UnchangedHolders
Q4 202327$1.05K<0.1%–No prior filingHolders