CWM, LLC

Position in IAU — Ishares Gold Trust

CIK 1535847 OMAHA, NE

Position in IAU

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$67,563,267

-$91,052,085 QoQ

Shares Held

766,371

-60.8% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$67,563,267	766,371	-60.8%	Shares	Sole	2026-05-14
2025-12-31	$158,615,352	1,954,113	+3.0%	Shares	Sole	2026-01-26
2025-09-30	$138,025,842	1,896,741	+82.9%	Shares	Sole	2025-10-15
2025-06-30	$64,680,789	1,037,216	+5.8%	Shares	Sole	2025-07-25
2025-03-31	$57,814,584	980,573	+27.7%	Shares	Sole	2025-05-01
2024-12-31	$38,022,194	767,970	+2182.7%	Shares	Sole	2025-02-04
2024-09-30	$1,672,057	33,643	-1.2%	Shares	Sole	2024-10-08
2024-06-30	$1,496,255	34,060	+6.2%	Shares	Sole	2024-07-10
2024-03-31	$1,347,512	32,076	+53.2%	Shares	Sole	2024-04-05
2023-12-31	$817,054	20,934	+9.3%	Shares	Sole	2024-02-01
2023-09-30	$670,233	19,155	+2.6%	Shares	Sole	2023-10-11
2023-06-30	$679,146	18,663	+3.6%	Shares	Sole	2023-08-03
2023-03-31	$672,996	18,009	-16.3%	Shares	Sole	2023-05-01
2022-12-31	$743,892	21,506	-37.3%	Shares	Sole	2023-02-01
2022-09-30	$1,080,974	34,284	-74.8%	Shares	Sole	2022-10-27
2022-06-30	$4,660,979	135,849	-9.3%	Shares	Sole	2022-07-28
2022-03-31	$5,515,108	149,745	+104.3%	Shares	Sole	2022-04-21
2021-12-31	$2,551,503	73,298	-29.9%	Shares	Sole	2022-01-31
2021-06-30	$3,525,594	104,586	0.0%	Shares	Sole	2021-09-15
2021-03-31	$1,700,568	104,586	0.0%	Shares	Sole	2021-09-15
2020-12-31	$1,896,144	104,586	0.0%	Shares	Sole	2021-09-15
2020-09-30	$1,881,502	104,586	0.0%	Shares	Sole	2021-09-15
2020-06-30	$1,776,916	104,586	0.0%	Shares	Sole	2021-09-15
2020-03-31	$1,576,111	104,586	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.