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Broadway Wealth Solutions, Inc.

SEC CIK
0002021265
Latest filing
Jul 13, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Broadway Wealth Solutions, Inc., 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)
5,054
Value
$381.6K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of IAU by Broadway Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,054$381.6K0.2%00.0%UnchangedHolders
Q1 20265,054$445.6K0.2%−1,132−18.3%ReducedHolders
Q4 20256,186$502.1K0.3%−426−6.4%ReducedHolders
Q3 20256,612$481.2K0.3%00.0%UnchangedHolders
Q2 20256,612$412.3K0.3%00.0%UnchangedHolders
Q1 20256,612$389.8K0.3%00.0%UnchangedHolders
Q4 20246,612$327.4K0.2%–No prior filingHolders