Question 1

How many shares of IAU does AXXCESS WEALTH MANAGEMENT, LLC own?

Accepted Answer

As of 2026-Q2, AXXCESS WEALTH MANAGEMENT, LLC holds 699,025 shares of IAU (ISHARES GOLD TRUST).

Question 2

What is AXXCESS WEALTH MANAGEMENT, LLC's IAU position worth?

Accepted Answer

As of 2026-Q2, AXXCESS WEALTH MANAGEMENT, LLC's IAU position is worth $52.8M.

Question 3

Is AXXCESS WEALTH MANAGEMENT, LLC buying or selling IAU?

Accepted Answer

In 2026-Q2, AXXCESS WEALTH MANAGEMENT, LLC increased their IAU position (+4.1% change in shares).

Question 4

When did AXXCESS WEALTH MANAGEMENT, LLC first buy IAU?

Accepted Answer

Based on available 13F filings, AXXCESS WEALTH MANAGEMENT, LLC first reported a position in IAU in 2024-Q3. They have held the position across 19 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	699,025	+4.1%	$52.8M	0.8%	$75.51	43
2026-Q1	Decreased	671,507	-13.5%	$59.2M	1.9%	$95.92	0
2025-Q4	Decreased	776,549	-8.7%	$63M	1.1%	$81.71	0
2025-Q3	Decreased	850,881	-8.7%	$61.9M	1.3%	$72.16	0
2025-Q2	Decreased	931,595	-3.7%	$58.1M	1.4%	$61.65	0
2025-Q1	Decreased	967,089	-7.2%	$57M	1.5%	$58.13	0
2024-Q4	Increased	1M	+0.1%	$51.6M	1.2%	$49.22	46
2024-Q3	Increased	1M	+18.0%	$51.7M	1.3%	$50.09	54