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EverSource Wealth Advisors, LLC

Position in IAU — Ishares Gold Trust

CIK 1710537 BIRMINGHAM, AL

Position in IAU

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$58,753,787
-$12,235 QoQ
Shares Held
666,445
-7.9% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
4.27%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in IAU Over Time

Shares Held

Position Value (USD)

All Filings in IAU

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18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $58,753,787 666,445
2025-12-31 $58,766,022 723,987
2025-09-30 $53,073,343 729,330
2025-06-30 $45,655,190 732,123
2025-03-31 $42,052,217 713,233
2024-12-31 $34,049,412 687,728
2024-09-30 $32,723,870 658,428
2024-06-30 $28,614,638 651,369
2024-03-31 $27,840,909 662,721
2023-12-31 $28,779,472 737,368
2023-09-30 $15,286,115 436,871
2023-06-30 $13,464,626 370,009
2023-03-31 $11,910,229 318,711
2022-12-31 $9,478,282 274,018
2022-09-30 $196,684 6,238
2022-06-30 $197,007 5,742
2022-03-31 $254,789 6,918
2021-12-31 $179,618 5,160