Back to AXXCESS WEALTH MANAGEMENT, LLC

IAU
Showing 8 of 18 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
671,507
-13.5%
$59.2M1.9%$95.92
0
2025-Q4
Decreased
776,549
-8.7%
$63M1.1%$81.71
0
2025-Q3
Decreased
850,881
-8.7%
$61.9M1.3%$72.16
0
2025-Q2
Decreased
931,595
-3.7%
$58.1M1.4%$61.65
0
2025-Q1
Decreased
967,089
-7.2%
$57M1.5%$58.13
0
2024-Q4
Increased
1M
+0.1%
$51.6M1.2%$49.22
46
2024-Q3
Increased
1M
+18.0%
$51.7M1.3%$50.09
54
2024-Q2
Decreased
881,367
-1.4%
$38.7M1.0%$43.93
0

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used