Steward Partners Investment Advisory, LLC

Position in IAU — Ishares Gold Trust

CIK 1723397 STAMFORD, CT

Position in IAU

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$56,415,788

-$3,049,597 QoQ

Shares Held

639,925

-12.7% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

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

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$56,415,788	639,925	-12.7%	Shares	Sole	2026-05-08
2025-12-31	$59,465,385	732,603	+3.7%	Shares	Sole	2026-02-12
2025-09-30	$51,388,281	706,174	+35.7%	Shares	Sole	2025-11-12
2025-06-30	$32,454,576	520,439	+13.9%	Shares	Sole	2025-08-12
2025-03-31	$26,941,948	456,953	+25.1%	Shares	Sole	2025-05-13
2024-12-31	$18,086,003	365,300	+19.1%	Shares	Sole	2025-02-06
2024-09-30	$15,244,729	306,735	+26.7%	Shares	Sole	2024-11-14
2024-06-30	$10,639,011	242,181	-3.0%	Shares	Sole	2024-08-08
2024-03-31	$10,485,990	249,607	-3.9%	Shares	Sole	2024-05-15
2023-12-31	$10,136,520	259,711	+33.6%	Shares	Sole	2024-02-12
2023-09-30	$6,802,265	194,406	-27.8%	Shares	Sole	2023-11-13
2023-06-30	$9,794,368	269,150	-10.0%	Shares	Sole	2023-08-14
2023-03-31	$11,181,851	299,220	+67.5%	Shares	Sole	2023-05-15
2022-12-31	$6,178,811	178,630	-8.2%	Shares	Sole	2023-02-15
2022-09-30	$6,136,305	194,618	-6.9%	Shares	Sole	2022-11-10
2022-06-30	$7,169,005	208,948	+3.8%	Shares	Sole	2022-08-04
2022-03-31	$7,416,125	201,361	+2.8%	Shares	Sole	2022-05-02
2021-12-31	$6,820,949	195,948	-0.5%	Shares	Sole	2022-02-08
2021-09-30	$6,578,896	196,914	-8.4%	Shares	Sole	2021-11-12
2021-06-30	$7,248,425	215,023	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.