Curtis Wealth Management LLC

SEC CIK: 0002108708
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

IAU holding history

iShares Gold Trust in every 13F filed by Curtis Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAU overview All 13F holders of IAU Full Q2 2026 holdings

Shares (Q2 2026): 10,869
Value: $820.7K
% of portfolio: 0.7%
Quarters held: 3; Since Q4 2025

Holdings of IAU by Curtis Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,869	$820.7K	0.7%	+1,843+20.4%	Added	Holders
Q1 2026	9,026	$795.7K	0.7%	−6,576−42.1%	Reduced	Holders
Q4 2025	15,602	$1.48M	1.3%	–	No prior filing	Holders