OneDigital Investment Advisors LLC
Position in IAU — Ishares Gold Trust
CIK 1690370
OVERLAND PARK, KS
Position in IAU
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$74,393,463
-$35,878,660 QoQ
Shares Held
843,846
-37.9% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
3.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.4739016360805171.ToString("F0")%
Shared 0.ToString("F0")%
None 99.52609836391947.ToString("F0")%
Common Shares in IAU Over Time
Shares Held
Position Value (USD)
All Filings in IAU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,393,463 | 843,846 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $110,272,123 | 1,358,533 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $99,143,157 | 1,362,418 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $70,446,720 | 1,129,678 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $72,657,174 | 1,232,313 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $41,411,401 | 836,425 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,226,861 | 487,462 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $21,471,358 | 488,763 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $20,310,196 | 483,461 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $18,914,913 | 484,625 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $17,238,418 | 492,667 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,859,811 | 490,789 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $18,123,515 | 484,975 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $300,794 | 8,696 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $223,579 | 7,091 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $243,566 | 7,099 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $233,428 | 6,338 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $264,973 | 7,612 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $305,367 | 9,140 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $327,425 | 9,713 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||