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IAUIAU
25 quarters

Position history for WAWealthspire Advisors, LLC's holdings in ISHARES GOLD TRUST

Wealthspire Advisors, LLC holds 1.7M shares of IAU (ISHARES GOLD TRUST), worth $125.3M as of 2026-Q2. The position was increased (+5283.6% shares). IAU represents 0.7% of Wealthspire Advisors, LLC's portfolio.

Current Value

$125.3M

Current Shares

1.7M

Total Value Change

+$124.9M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+5283.6%
$125.3M0.7%$75.51
69
2026-Q1
Decreased
30,821
-7.1%
$2.7M0.0%$95.92
0
2025-Q4
Decreased
33,167
-52.2%
$2.7M0.0%$81.71
0
2025-Q3
Decreased
69,416
-4.7%
$5.1M0.0%$72.16
0
2025-Q2
Decreased
72,856
-13.8%
$4.5M0.0%$61.65
0
2025-Q1
Increased
84,530
+158.6%
$5M0.0%$58.13
43
2024-Q4
Increased
32,691
+8.7%
$1.6M0.0%$49.22
28
2024-Q3
Increased
30,069
+14.5%
$1.5M0.0%$50.09
29
2024-Q2
Increased
26,265
+6.4%
$1.2M0.0%$43.93
27
2024-Q1
Decreased
24,681
-0.2%
$1M0.0%$42.01
0
2023-Q4
Decreased
24,722
-0.9%
$964,9000.0%$39.03
0
2023-Q3
Decreased
24,948
-10.1%
$872,9310.0%$34.99
0
2023-Q2
Increased
27,739
+9.5%
$1M0.0%$36.15
27
2023-Q1
Increased
25,327
+0.3%
$946,4700.0%$37.57
25
2022-Q4
Unchanged
25,244
0.0%
$873,1900.0%$34.59
0
2022-Q3
Increased
25,244
+17.4%
$796,0000.0%$31.52
29
2022-Q2
Increased
21,510
+29.2%
$738,0000.0%$34.55
31
2022-Q1
Decreased
16,644
-6.5%
$613,0000.0%$36.76
0
2021-Q4
Decreased
17,798
-26.2%
$620,0000.0%$34.57
0
2021-Q3
Increased
24,118
+24.4%
$806,0000.0%$32.85
30
2021-Q2
Decreased
19,379
-62.8%
$653,0000.0%$33.53
0
2021-Q1
Increased
52,071
+124.7%
$847,0000.0%$32.04
40
2020-Q4
New
23,169
-
$420,0000.0%$36.10
33
2020-Q2
Exited
0
-100.0%
$00.0%$33.86
0
2020-Q1
New
23,625
-
$356,0000.0%$30.98
33

Other major holders of IAU: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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