Innovative Advisory Group, LLC
- SEC CIK
- 0002156202
IAU holding history
ISHARES GOLD TRUST
Every 13F filing in which Innovative Advisory Group, LLC reported holding IAU, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
IAU overviewAll 13F holders of IAUFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Q4 2025 | 314 | $25.49K | 0.02% | 00.0% | Unchanged |
| Q3 2025 | 314 | $22.85K | 0.02% | +11+3.6% | Added |
| Q2 2025 | 303 | $18.9K | 0.02% | 00.0% | Unchanged |
| Q1 2025 | 303 | $17.87K | 0.02% | −1−0.3% | Reduced |
| Q4 2024 | 304 | $15.05K | 0.01% | +304 | New |