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IAUIAU
10 quarters

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

Dynasty Wealth Management, LLC holds 1M shares of IAU (ISHARES GOLD TRUST), worth $76.5M as of 2026-Q2. The position was increased (+0.2% shares). IAU represents 0.6% of Dynasty Wealth Management, LLC's 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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