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LPL Financial LLC

Position in IAU — Ishares Gold Trust

CIK 1403438 FORT MILL, SC

Position in IAU

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$897,461,747
-$217,999,607 QoQ
Shares Held
10,179,920
-25.9% QoQ
Ownership
1.23%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority Sole 0.11729954655832266.ToString("F0")% Shared 0.ToString("F0")% None 99.88270045344167.ToString("F0")%

Common Shares in IAU Over Time

Shares Held

Position Value (USD)

Derivatives in IAU

reported options exposure · as of Sep 30, 2024
CallValue
$0
CallShares
0
PutValue
$223,650
PutShares
4,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

All Filings in IAU

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $897,461,747 10,179,920
2025-12-31 $1,115,461,354 13,742,286
2025-09-30 $985,215,419 13,538,758
2025-06-30 $679,780,186 10,900,901
2025-03-31 $659,340,364 11,182,842
2024-12-31 $427,292,935 8,630,437
2024-09-30 $316,954,145 6,377,347
2024-09-30 $223,650 4,500
2024-06-30 $279,366,772 6,359,362
2024-06-30 $210,864 4,800
2024-03-31 $296,549,052 7,059,011
2023-12-31 $272,013,340 6,969,340
2023-09-30 $242,135,978 6,920,148
2023-06-30 $255,523,957 7,021,818
2023-03-31 $251,203,120 6,722,053
2022-12-31 $236,755,855 6,844,633
2022-09-30 $218,319,206 6,924,174
2022-06-30 $218,764,780 6,376,123
2021-12-31 $208,347,179 5,985,268
2021-09-30 $195,047,212 5,837,989
2021-06-30 $183,910,332 5,455,661