Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES GOLD TR
Steward Partners Investment Advisory, LLC holds 639,925 shares of IAU (ISHARES GOLD TR), worth $56.4M as of 2026-Q1. The position was decreased (-12.7% shares). IAU represents 0.3% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$56.4M
Current Shares
639,925
Total Value Change
+$45.8M
Total Shares Change
+397,744
Other major holders of IAU: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/
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 |