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
Other major holders of IAU: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Decreased |
| 1M |
-14.8% |
| $89.2M |
| 0.8% |
| $95.92 |
0 |
| 2025-Q4 | Decreased | 1.2M | -1.2% | $96.4M | 0.9% | $81.71 | 0 |
| 2025-Q3 | Increased | 1.2M | +6.2% | $87.5M | 1.2% | $72.16 | 50 |
| 2025-Q2 | Decreased | 1.1M | -6.1% | $70.6M | 1.2% | $61.65 | 0 |
| 2025-Q1 | Increased | 1.2M | +60.0% | $71.1M | 1.2% | $58.13 | 67 |
| 2024-Q4 | Increased | 753,522 | +29.0% | $37.3M | 0.6% | $49.22 | 51 |
| 2024-Q3 | Increased | 584,025 | +0.7% | $29M | 0.9% | $50.09 | 41 |
| 2024-Q2 | Increased | 580,187 | +1.4% | $25.5M | 0.8% | $43.93 | 41 |