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IAUIAU
Showing 8 of 19 quarters

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

AXXCESS WEALTH MANAGEMENT, LLC holds 699,025 shares of IAU (ISHARES GOLD TRUST), worth $52.8M as of 2026-Q2. The position was increased (+4.1% shares). IAU represents 0.8% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$52.8M

Current Shares

699,025

Total Value Change

+$1.1M

Total Shares Change

-341,239

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
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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