BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in IAU — Ishares Gold Trust
CIK 1654599
MORRISTOWN, NJ
Position in IAU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$76,949,296
-$8,712,161 QoQ
Shares Held
1,019,061
+4.9% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
4.32%
of 13F equity value
Holder Rank
#1
of 214 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 75.50735431931945.ToString("F0")%
Shared 0.ToString("F0")%
None 24.492645680680546.ToString("F0")%
Common Shares in IAU Over Time
Shares Held
Position Value (USD)
All Filings in IAU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,949,296 | 1,019,061 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $85,661,457 | 971,659 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $75,200,027 | 926,451 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $67,199,310 | 923,448 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $57,367,333 | 919,938 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $53,631,313 | 909,622 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $46,351,113 | 936,197 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $51,384,879 | 1,033,901 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $46,125,928 | 1,049,987 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $44,478,591 | 1,058,762 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $41,181,723 | 1,055,130 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $37,266,834 | 1,065,071 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $39,466,628 | 1,084,546 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $40,270,435 | 1,077,614 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $37,407,874 | 1,081,465 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $34,329,832 | 1,088,799 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $37,739,970 | 1,099,970 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $41,097,860 | 1,115,880 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $38,987,165 | 1,119,999 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $35,280,960 | 1,056,000 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $34,052,055 | 1,010,147 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||