Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES GOLD TR
AXXCESS WEALTH MANAGEMENT, LLC holds 671,507 shares of IAU (ISHARES GOLD TR), worth $59.2M as of 2026-Q1. The position was decreased (-13.5% shares). IAU represents 1.9% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$59.2M
Current Shares
671,507
Total Value Change
+$20.5M
Total Shares Change
-209,860
Other major holders of IAU: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
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 |
| 2024-Q2 | Decreased | 881,367 | -1.4% | $38.7M | 1.0% | $43.93 | 0 |