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Balance Wealth, LLC

SEC CIK
0002065247
Latest filing
Jul 21, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Balance 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of IAU by Balance Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−3,610−100.0%Sold outHolders
Q3 20253,610$262.7K0.1%+3,610NewHolders