OneDigital Investment Advisors LLC
Position in IAU — Ishares Gold Trust
CIK 1690370
OVERLAND PARK, KS
Position in IAU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$66,258,816
-$8,134,647 QoQ
Shares Held
877,484
+4.0% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#75
of 1,904 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IAU Over Time
Shares Held
Position Value (USD)
All Filings in IAU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,258,816 | 877,484 | Shares | Sole | 2026-08-07 | |
| 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 | |
| 2021-03-31 | $236,810 | 14,564 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $297,912 | 16,432 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $305,578 | 16,986 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $235,906 | 13,885 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $176,409 | 11,706 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||