Wealthspire Advisors, LLC

Position in IAU — Ishares Gold Trust

CIK 1646247 NEW YORK, NY

Position in IAU

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$125,292,685

+$122,575,506 QoQ

Shares Held

1,659,286

+5283.6% QoQ

Ownership

0.210%

of shares outstanding

% of Portfolio

2.27%

of 13F equity value

Holder Rank

#40

of 1,904 holders

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
2026-06-30	$125,292,685	1,659,286	+5283.6%	Shares	Sole	2026-08-11
2026-03-31	$2,717,179	30,821	-7.1%	Shares	Sole	2026-05-01
2025-12-31	$2,692,165	33,167	-52.2%	Shares	Sole	2026-02-13
2025-09-30	$5,051,402	69,416	-4.7%	Shares	Sole	2025-11-14
2025-06-30	$4,543,300	72,856	-13.8%	Shares	Sole	2025-08-11
2025-03-31	$4,983,888	84,530	+158.6%	Shares	Sole	2025-05-09
2024-12-31	$1,618,531	32,691	+8.7%	Shares	Sole	2025-02-04
2024-09-30	$1,494,429	30,069	+14.5%	Shares	Sole	2024-11-13
2024-06-30	$1,153,821	26,265	+6.4%	Shares	Sole	2024-08-08
2024-03-31	$1,036,848	24,681	-0.2%	Shares	Sole	2024-05-06
2023-12-31	$964,899	24,722	-0.9%	Shares	Sole	2024-02-07
2023-09-30	$872,930	24,948	-10.1%	Shares	Sole	2023-11-06
2023-06-30	$1,009,422	27,739	+9.5%	Shares	Sole	2023-08-01
2023-03-31	$946,469	25,327	+0.3%	Shares	Sole	2023-05-09
2022-12-31	$873,189	25,244	0.0%	Shares	Sole	2023-02-14
2022-09-30	$795,943	25,244	+17.4%	Shares	Sole	2022-11-14
2022-06-30	$738,008	21,510	+29.2%	Shares	Sole	2022-08-09
2022-03-31	$612,998	16,644	-6.5%	Shares	Sole	2022-05-09
2021-12-31	$619,548	17,798	-26.2%	Shares	Sole	2022-02-14
2021-09-30	$805,782	24,118	+24.5%	Shares	Sole	2021-11-15
2021-06-30	$653,266	19,379	-62.8%	Shares	Sole	2021-08-13
2021-03-31	$846,674	52,071	+124.7%	Shares	Sole	2021-05-17
2020-12-31	$420,053	23,169	-1.9%	Shares	Sole	2021-02-16
2020-03-31	$356,028	23,625	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.