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DWM Financial Group, Inc.

Position in IAU — Ishares Gold Trust

CIK 1759545 Palatine, IL

Position in IAU

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$13,574,130
+$8,783,514 QoQ
Shares Held
179,766
+36.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
48.26%
of 13F equity value
Holder Rank
#244
of 1,904 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IAU Over Time

Shares Held

Position Value (USD)

All Filings in IAU

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,574,130 179,766
2020-12-31 $4,790,616 264,237
2020-09-30 $6,407,228 356,155
2020-06-30 $5,783,345 340,397
2020-03-31 $4,458,233 295,835