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IAUIAU
10 quarters

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

Yes. Dynasty Wealth Management holds 1,013,648 shares of IAU, worth $76.5M, as of its Q2 2026 13F filing. It increased the position by 1,882 shares (+0.2%) from Q1 2026. Dynasty Wealth Management has held IAU since Q1 2024, across 10 quarterly 13F filings. IAU is 0.6% of Dynasty Wealth Management's reported 13F portfolio.

Current Value

$76.5M

Current Shares

1M

Total Value Change

+$52.5M

Total Shares Change

+441,207

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1M
+0.2%
$76.5M0.6%$75.51
42
2026-Q1
Decreased
1M
-14.8%
$89.2M0.8%$88.16
0
2025-Q4
Decreased
1.2M
-1.2%
$96.4M0.9%$81.17
0
2025-Q3
Increased
1.2M
+6.2%
$87.5M1.2%$72.77
50
2025-Q2
Decreased
1.1M
-6.1%
$70.6M1.2%$62.36
0
2025-Q1
Increased
1.2M
+60.0%
$71.1M1.2%$58.96
67
2024-Q4
Increased
753,522
+29.0%
$37.3M0.6%$49.51
51
2024-Q3
Increased
584,025
+0.7%
$29M0.9%$49.70
41
2024-Q2
Increased
580,187
+1.4%
$25.5M0.8%$43.93
41
2024-Q1
New
572,441
-
$24M0.8%$42.01
56

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

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