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Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES GOLD TR

Yes. Axxcess Wealth Management holds 61,173 shares of IAU, worth $4.8M, as of its Q3 2026 13F filing. It reduced the position by 637,852 shares (-91.3%) from Q2 2026. Axxcess Wealth Management has held IAU in every 13F on record since Q4 2021, 20 quarterly filings. IAU is 0.2% of Axxcess Wealth Management's reported 13F portfolio.

Current Value

$4.8M

Current Shares

61,173

Total Value Change

-$46.9M

Total Shares Change

-979,091

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
61,173
-91.3%
$4.8M0.2%$78.10
0
2026-Q2
Increased
699,025
+4.1%
$52.8M0.8%$75.51
43
2026-Q1
Decreased
671,507
-13.5%
$59.2M1.9%$88.16
0
2025-Q4
Decreased
776,549
-8.7%
$63M1.1%$81.17
0
2025-Q3
Decreased
850,881
-8.7%
$61.9M1.3%$72.77
0
2025-Q2
Decreased
931,595
-3.7%
$58.1M1.4%$62.36
0
2025-Q1
Decreased
967,089
-7.2%
$57M1.5%$58.96
0
2024-Q4
Increased
1M
+0.1%
$51.6M1.2%$49.51
46
2024-Q3
Increased
1M
+18.0%
$51.7M1.3%$49.70
54

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

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