GM Advisory Group, LLC

Position in IAU — Ishares Gold Trust

CIK 1598304 MELVILLE, NY

Position in IAU

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$138,381,313

+$14,412,321 QoQ

Shares Held

1,569,661

+2.8% QoQ

Ownership

0.190%

of shares outstanding

% of Portfolio

16.80%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$138,381,313	1,569,661	+2.8%	Shares	Sole	2026-04-28
2025-12-31	$123,968,992	1,527,276	-1.8%	Shares	Sole	2026-02-13
2025-09-30	$113,147,962	1,554,871	-0.0%	Shares	Sole	2025-11-19
2025-06-30	$96,988,258	1,555,296	-24.8%	Shares	Sole	2025-08-13
2025-03-31	$121,960,882	2,068,536	+0.9%	Shares	Sole	2025-05-14
2024-12-31	$101,532,830	2,050,754	+1.8%	Shares	Sole	2025-02-11
2024-09-30	$100,141,871	2,014,927	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$88,300,969	2,010,038	-0.3%	Shares	Sole	2024-08-12
2024-03-31	$84,715,097	2,016,546	-6.9%	Shares	Sole	2024-05-09
2023-12-31	$84,565,247	2,166,673	+1.7%	Shares	Sole	2024-02-12
2023-09-30	$74,527,895	2,129,977	+0.9%	Shares	Sole	2023-11-14
2023-06-30	$76,817,688	2,110,956	+5.0%	Shares	Sole	2023-08-14
2023-03-31	$75,121,809	2,010,217	+21.9%	Shares	Sole	2023-05-12
2022-12-31	$57,031,853	1,648,796	+13.7%	Shares	Sole	2023-02-13
2022-09-30	$45,712,572	1,449,812	-3.8%	Shares	Sole	2022-11-14
2022-06-30	$51,725,721	1,507,599	-39.4%	Shares	Sole	2022-08-15
2022-03-31	$91,592,747	2,486,906	+107.9%	Shares	Sole	2022-05-13
2021-12-31	$41,649,677	1,196,486	-15.4%	Shares	Sole	2022-02-10
2021-09-30	$47,235,158	1,413,803	+1.2%	Shares	Sole	2021-11-12
2021-06-30	$47,092,027	1,396,975	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.