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Dynasty Wealth Management, LLC

Position in IAU — Ishares Gold Trust

CIK 1727599 ST. PETERSBURG, FL

Position in IAU

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$89,197,290
-$7,197,279 QoQ
Shares Held
1,011,766
-14.8% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
13.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in IAU Over Time

Shares Held

Position Value (USD)

All Filings in IAU

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $89,197,290 1,011,766
2025-12-31 $96,394,569 1,187,564
2025-09-30 $87,502,213 1,202,449
2025-06-30 $70,580,856 1,131,829
2025-03-31 $71,062,955 1,205,274
2024-12-31 $37,306,874 753,522
2024-09-30 $29,026,042 584,025
2024-06-30 $25,487,614 580,187
2024-03-31 $24,048,246 572,441