Circle Wealth Management, LLC
Holdings in IAU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $66,485,778 | 819,093 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $59,605,397 | 819,093 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $50,830,758 | 815,118 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $47,796,395 | 810,658 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $39,224,049 | 792,245 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $39,379,695 | 792,348 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $34,807,847 | 792,348 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $33,286,539 | 792,348 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $30,929,245 | 792,448 | Shares | Sole | 2024-02-15 |
| 2023-09-30 | $6,207,680 | 177,413 | Shares | Sole | 2023-11-15 |