Question 1

How many shares of IAU does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 530,298 shares of IAU (ISHARES GOLD TRUST).

Question 2

What is Steward Partners Investment Advisory, LLC's IAU position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IAU position is worth $40M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling IAU?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IAU position (-17.1% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy IAU?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IAU in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	530,298	-17.1%	$40M	0.2%	$75.51	0
2026-Q1	Decreased	639,925	-12.7%	$56.4M	0.3%	$95.92	0
2025-Q4	Increased	732,603	+3.7%	$59.5M	0.3%	$81.71	37
2025-Q3	Increased	706,174	+35.7%	$51.4M	0.3%	$72.16	46
2025-Q2	Increased	520,439	+13.9%	$32.5M	0.3%	$61.65	39
2025-Q1	Increased	456,953	+25.1%	$26.9M	0.2%	$58.13	42
2024-Q4	Increased	365,300	+19.1%	$18.1M	0.2%	$49.22	40
2024-Q3	Increased	306,735	+26.7%	$15.2M	0.1%	$50.09	42
2024-Q2	Decreased	242,181	-3.0%	$10.6M	0.1%	$43.93	0
2024-Q1	Decreased	249,607	-3.9%	$10.5M	0.1%	$42.01	0
2023-Q4	Increased	259,711	+33.6%	$10.1M	0.1%	$39.03	43
2023-Q3	Decreased	194,406	-27.8%	$6.8M	0.1%	$34.99	0
2023-Q2	Decreased	269,150	-10.1%	$9.8M	0.1%	$36.15	0
2023-Q1	Increased	299,220	+67.5%	$11.2M	0.2%	$37.57	49
2022-Q4	Decreased	178,630	-8.2%	$6.2M	0.1%	$34.59	0
2022-Q3	Decreased	194,618	-6.9%	$6.1M	0.1%	$31.52	0
2022-Q2	Increased	208,948	+3.8%	$7.2M	0.1%	$34.55	34
2022-Q1	Increased	201,361	+2.8%	$7.4M	0.1%	$36.76	34
2021-Q4	Decreased	195,948	-0.5%	$6.8M	0.1%	$34.57	0
2021-Q3	Decreased	196,914	-8.4%	$6.6M	0.1%	$32.85	0
2021-Q2	Decreased	215,023	-75.8%	$7.2M	0.1%	$33.53	0
2021-Q1	Increased	889,088	+5.2%	$7.2B	0.1%	$32.04	40
2020-Q4	Decreased	845,336	-17.1%	$15.3M	0.3%	$36.10	0
2020-Q3	Increased	1M	+20.4%	$18.4M	0.5%	$36.22	40
2020-Q2	Increased	847,211	+135.1%	$14.4M	0.4%	$33.86	54
2020-Q1	Increased	360,361	+89.7%	$5.4M	0.2%	$30.98	51
2019-Q4	Decreased	189,928	-51.2%	$2.8M	0.1%	$28.98	0
2019-Q3	Increased	389,009	+127.5%	$5.5M	0.2%	$28.64	52
2019-Q2	Increased	170,978	+8.2%	$2.3M	0.1%	$27.00	28
2019-Q1	New	158,044	-	$2M	0.1%	$24.76	36

IAU30 quarters

IAU
30 quarters