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Flywheel Private Wealth LLC

SEC CIK
0002029680
Latest filing
Jul 21, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Flywheel Private Wealth 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)
32,013
Value
$2.42M
% of portfolio
1.2%
Quarters held
7
Since Q4 2024
Holdings of IAU by Flywheel Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,013$2.42M1.2%−87−0.3%ReducedHolders
Q1 202632,100$2.83M1.6%−169−0.5%ReducedHolders
Q4 202532,269$2.62M1.6%−68−0.2%ReducedHolders
Q3 202532,337$2.35M1.8%−68−0.2%ReducedHolders
Q2 202532,405$2.02M1.6%+465+1.5%AddedHolders
Q1 202531,940$1.88M1.7%−20.0%ReducedHolders
Q4 202431,942$1.58M1.5%–No prior filingHolders