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4WEALTH Advisors, Inc.

SEC CIK
0002056676
Latest filing
Jul 17, 2026

IAU holding history

iShares Gold Trust in every 13F filed by 4WEALTH Advisors, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2024
Holdings of IAU by 4WEALTH Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,799−100.0%Sold outHolders
Q1 20263,799$322.6K0.3%−2,144−36.1%ReducedHolders
Q4 20255,943$482.4K0.4%−2,842−32.4%ReducedHolders
Q3 20258,785$639.3K0.6%+939+12.0%AddedHolders
Q2 20257,846$489.3K0.5%−1,572−16.7%ReducedHolders
Q1 20259,418$555.3K0.6%−46−0.5%ReducedHolders
Q4 20249,464$468.6K0.5%–No prior filingHolders