WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
IAU holding history
iShares Gold Trust in every 13F filed by WR Wealth Planners, 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 2024 holdings
- Shares (Q4 2024)
- 2,904
- Value
- $143.8K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 2,904 | $143.8K | <0.1% | −435−13.0% | Reduced | Holders |
| Q3 2024 | 3,339 | $165.9K | <0.1% | +15+0.5% | Added | Holders |
| Q2 2024 | 3,324 | $146.0K | <0.1% | −263−7.3% | Reduced | Holders |
| Q1 2024 | 3,587 | $150.7K | <0.1% | +3,587 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −3,666−100.0% | Sold out | Holders |
| Q3 2023 | 3,666 | $128.3K | <0.1% | −1,023−21.8% | Reduced | Holders |
| Q2 2023 | 4,689 | $170.6K | 0.1% | −551−10.5% | Reduced | Holders |
| Q1 2023 | 5,240 | $195.8K | 0.1% | −174,713−97.1% | Reduced | Holders |
| Q4 2022 | 179,953 | $6.22M | 3.8% | −880.0% | Reduced | Holders |
| Q3 2022 | 180,041 | $5.68M | 4.0% | −3,607−2.0% | Reduced | Holders |
| Q2 2022 | 183,648 | $6.30M | 4.2% | +3,925+2.2% | Added | Holders |
| Q1 2022 | 179,723 | $6.62M | 3.9% | – | No prior filing | Holders |