NewEdge Advisors, LLC

Position in IAU — Ishares Gold Trust

CIK 1633516 NEW ORLEANS, LA

Position in IAU

as of Mar 31, 2026 · filed Jun 3, 2026 Compact

Position Value

$64,114,448

-$31,479,542 QoQ

Shares Held

727,251

-38.2% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 4.389956149939979.ToString("F0")% Shared 0.ToString("F0")% None 95.61004385006002.ToString("F0")%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$64,114,448	727,251	-38.2%	Shares	Sole	2026-06-03
2025-12-31	$95,593,990	1,177,701	+0.7%	Shares	Sole	2026-02-18
2025-09-30	$85,107,353	1,169,539	+46.2%	Shares	Sole	2025-11-17
2025-06-30	$49,888,498	800,008	+2.0%	Shares	Sole	2025-08-14
2025-03-31	$46,238,790	784,240	+52.7%	Shares	Sole	2025-05-15
2024-12-31	$25,420,909	513,450	+166.1%	Shares	Sole	2025-02-13
2024-09-30	$9,588,024	192,918	-5.6%	Shares	Sole	2024-11-14
2024-06-30	$8,982,147	204,465	+12.4%	Shares	Sole	2024-08-16
2024-03-31	$7,644,685	181,973	-1.8%	Shares	Sole	2024-05-14
2023-12-31	$7,232,219	185,299	-1.2%	Shares	Sole	2024-02-13
2023-09-30	$6,564,578	187,613	-2.3%	Shares	Sole	2023-11-14
2023-06-30	$6,987,789	192,025	+56.9%	Shares	Sole	2023-08-14
2023-03-31	$4,573,265	122,378	-11.4%	Shares	Sole	2023-05-12
2022-12-31	$4,779,749	138,183	+9.5%	Shares	Sole	2023-02-14
2022-09-30	$3,977,414	126,147	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$4,513,995	131,565	+15.3%	Shares	Sole	2022-08-09
2022-03-31	$4,203,076	114,121	-11.8%	Shares	Sole	2022-05-13
2021-12-31	$4,505,353	129,427	+468.8%	Shares	Sole	2022-02-17
2021-09-30	$760,210	22,754	+16.2%	Shares	Sole	2021-10-29
2021-06-30	$659,906	19,576	—	Shares	Sole	2021-07-22
No filing history on record for this holder in this stock.