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IAU
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Position history for Dynasty Wealth Management, LLC's holdings in ISHARES GOLD TR

Dynasty Wealth Management, LLC holds 1M shares of IAU (ISHARES GOLD TR), worth $89.2M as of 2026-Q1. The position was decreased (-14.8% shares). IAU represents 0.8% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$89.2M

Current Shares

1M

Total Value Change

+$63.7M

Total Shares Change

+431,579

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1M
-14.8%
$89.2M0.8%$95.92
0
2025-Q4
Decreased
1.2M
-1.2%
$96.4M0.9%$81.71
0
2025-Q3
Increased
1.2M
+6.2%
$87.5M1.2%$72.16
50
2025-Q2
Decreased
1.1M
-6.1%
$70.6M1.2%$61.65
0
2025-Q1
Increased
1.2M
+60.0%
$71.1M1.2%$58.13
67
2024-Q4
Increased
753,522
+29.0%
$37.3M0.6%$49.22
51
2024-Q3
Increased
584,025
+0.7%
$29M0.9%$50.09
41
2024-Q2
Increased
580,187
+1.4%
$25.5M0.8%$43.93
41

Other major holders of IAU: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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