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Ridgeline Wealth Planning, LLC

SEC CIK
0002013788
Latest filing
Jul 24, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Ridgeline Wealth Planning, 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
2
Since Q4 2025
Holdings of IAU by Ridgeline Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−21,933−100.0%Sold outHolders
Q1 202621,933$1.93M1.4%−738−3.3%ReducedHolders
Q4 202522,671$1.84M1.3%+22,671NewHolders