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Circle Wealth Management, LLC

Position in IAU — Ishares Gold Trust

CIK 1578242 SUMMIT, NJ

Position in IAU

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$61,849,712
-$10,361,526 QoQ
Shares Held
819,093
0.0% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#78
of 1,904 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IAU Over Time

Shares Held

Position Value (USD)

All Filings in IAU

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $61,849,712 819,093
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