Biltmore Family Office, LLC

Family Office

Position in IAU — Ishares Gold Trust

CIK 1731123 CHARLOTTE, NC

Position in IAU

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$58,364,124

+$4,530,476 QoQ

Shares Held

662,025

-0.2% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

11.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

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

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$58,364,124	662,025	-0.2%	Shares	Sole	2026-05-11
2025-12-31	$53,833,648	663,221	-7.1%	Shares	Sole	2026-02-04
2025-09-30	$51,927,143	713,579	+1.6%	Shares	Sole	2025-10-31
2025-06-30	$43,782,270	702,089	-2.4%	Shares	Sole	2025-08-01
2025-03-31	$42,422,899	719,520	-0.7%	Shares	Sole	2025-05-12
2024-12-31	$35,873,262	724,566	-0.4%	Shares	Sole	2025-02-12
2024-09-30	$36,170,616	727,779	+0.7%	Shares	Sole	2024-11-12
2024-06-30	$31,755,459	722,865	+2.4%	Shares	Sole	2024-08-07
2024-03-31	$29,653,556	705,869	+10.3%	Shares	Sole	2024-05-14
2023-12-31	$24,974,282	639,874	-6.5%	Shares	Sole	2024-02-14
2023-09-30	$23,950,445	684,494	-2.3%	Shares	Sole	2023-11-14
2023-06-30	$25,503,494	700,838	-0.3%	Shares	Sole	2023-08-07
2023-03-31	$26,260,235	702,709	-3.8%	Shares	Sole	2023-05-12
2022-12-31	$25,259,278	730,248	-6.0%	Shares	Sole	2023-02-07
2022-09-30	$24,493,166	776,821	+1.2%	Shares	Sole	2022-11-10
2022-06-30	$26,347,163	767,915	+0.4%	Shares	Sole	2022-08-04
2022-03-31	$28,167,768	764,805	+8.6%	Shares	Sole	2022-05-12
2021-12-31	$24,511,183	704,142	+5.1%	Shares	Sole	2022-02-11
2021-09-30	$22,377,617	669,788	+26.3%	Shares	Sole	2021-11-12
2021-06-30	$17,873,884	530,225	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.