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Circle Wealth Management, LLC

Position in IAU — Ishares Gold Trust

CIK 1578242 SUMMIT, NJ

Position in IAU

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$72,211,238
+$5,725,460 QoQ
Shares Held
819,093
0.0% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in IAU Over Time

Shares Held

Position Value (USD)

All Filings in IAU

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $72,211,238 819,093
2025-12-31 $66,485,778 819,093
2025-09-30 $59,605,397 819,093
2025-06-30 $50,830,758 815,118
2025-03-31 $47,796,395 810,658
2024-12-31 $39,224,049 792,245
2024-09-30 $39,379,695 792,348
2024-06-30 $34,807,847 792,348
2024-03-31 $33,286,539 792,348
2023-12-31 $30,929,245 792,448
2023-09-30 $6,207,680 177,413