Baird Financial Group, Inc.

Position in IAU — Ishares Gold Trust

CIK 1648711 MILWAUKEE, WI

Position in IAU

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$118,856,077

+$7,226,549 QoQ

Shares Held

1,348,186

-2.0% QoQ

Ownership

0.163%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 98.94027975368384.ToString("F0")% Shared 0.ToString("F0")% None 1.0597202463161612.ToString("F0")%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$118,856,077	1,348,186	-2.0%	Shares	Defined	2026-05-14
2025-12-31	$111,629,528	1,375,256	-0.9%	Shares	Defined	2026-02-13
2025-09-30	$101,032,121	1,388,376	+2.9%	Shares	Defined	2025-11-13
2025-06-30	$84,133,929	1,349,165	-26.7%	Shares	Defined	2025-08-13
2025-03-31	$108,487,637	1,840,021	-1.1%	Shares	Defined	2025-05-15
2024-12-31	$92,089,887	1,860,026	+1.4%	Shares	Defined	2025-02-14
2024-09-30	$91,148,258	1,833,969	-6.8%	Shares	Defined	2024-11-14
2024-06-30	$86,434,910	1,967,560	-1.8%	Shares	Defined	2024-08-14
2024-03-31	$84,208,120	2,004,478	-0.8%	Shares	Defined	2024-05-14
2023-12-31	$78,884,976	2,021,137	+149.3%	Shares	Defined	2024-02-14
2023-09-30	$28,362,333	810,584	-1.7%	Shares	Defined	2023-11-13
2023-06-30	$30,019,601	824,941	-58.3%	Shares	Defined	2023-08-11
2023-03-31	$73,879,106	1,976,963	+17.1%	Shares	Defined	2023-05-15
2022-12-31	$58,414,830	1,688,778	+1.1%	Shares	Defined	2023-02-13
2022-09-30	$52,643,306	1,669,626	-2.6%	Shares	Defined	2022-11-15
2022-06-30	$58,787,301	1,713,416	-4.1%	Shares	Defined	2022-08-08
2022-03-31	$65,832,224	1,787,462	+14.7%	Shares	Defined	2022-05-13
2021-12-31	$54,241,567	1,558,218	+2.7%	Shares	Defined	2022-02-09
2021-09-30	$50,695,030	1,517,361	+8.8%	Shares	Defined	2021-11-12
2021-06-30	$47,010,583	1,394,559	—	Shares	Defined	2021-08-11
No filing history on record for this holder in this stock.