Proficio Capital Partners LLC

Position in IAU — Ishares Gold Trust

CIK 1654175 NEWTON, MA

Position in IAU

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

Position Value

$182,741,662

+$10,091,368 QoQ

Shares Held

2,072,841

-2.5% QoQ

Ownership

0.251%

of shares outstanding

% of Portfolio

26.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

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

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$182,741,662	2,072,841	-2.5%	Shares	Sole	2026-05-14
2025-12-31	$172,650,294	2,127,021	-6.2%	Shares	Sole	2026-02-12
2025-09-30	$164,943,247	2,266,638	+2.2%	Shares	Sole	2025-11-17
2025-06-30	$138,350,773	2,218,582	-3.2%	Shares	Sole	2025-08-07
2025-03-31	$135,126,591	2,291,835	+2.2%	Shares	Sole	2025-05-06
2024-12-31	$110,987,111	2,241,711	+4.1%	Shares	Sole	2025-02-06
2024-09-30	$107,008,622	2,153,091	+0.4%	Shares	Sole	2024-11-01
2024-06-30	$94,200,329	2,144,328	+2.1%	Shares	Sole	2024-07-25
2024-03-31	$88,213,144	2,099,813	+0.4%	Shares	Sole	2024-05-02
2023-12-31	$81,626,171	2,091,370	+1.6%	Shares	Sole	2024-02-13
2023-09-30	$72,007,600	2,057,948	-5.3%	Shares	Sole	2023-10-18
2023-06-30	$79,103,817	2,173,779	-9.4%	Shares	Sole	2023-08-14
2023-03-31	$89,627,124	2,398,371	+9.8%	Shares	Sole	2023-04-21
2022-12-31	$75,534,010	2,183,695	-10.4%	Shares	Sole	2023-01-30
2022-09-30	$76,861,059	2,437,712	-52.8%	Shares	Sole	2022-10-11
2022-06-30	$177,299,326	5,167,570	+111.0%	Shares	Sole	2022-08-15
2022-03-31	$90,205,251	2,449,233	+15.5%	Shares	Sole	2022-05-13
2021-12-31	$73,830,339	2,120,952	-6.4%	Shares	Sole	2022-02-11
2021-09-30	$75,686,011	2,265,370	+16.0%	Shares	Sole	2021-11-15
2021-06-30	$65,852,619	1,953,504	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.