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AXXCESS WEALTH MANAGEMENT, LLC

Position in IAU — Ishares Gold Trust

CIK 1911056 CARLSBAD, CA

Position in IAU

as of Mar 31, 2026 · filed Apr 29, 2026
Position Value
$59,200,057
-$3,832,425 QoQ
Shares Held
671,507
-13.5% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
18 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

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18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $59,200,057 671,507
2025-12-31 $63,032,482 776,549
2025-09-30 $61,918,610 850,881
2025-06-30 $58,094,264 931,595
2025-03-31 $57,019,567 967,089
2024-12-31 $51,577,636 1,041,762
2024-09-30 $51,701,120 1,040,264
2024-06-30 $38,718,452 881,367
2024-03-31 $37,551,688 893,875
2023-12-31 $36,982,525 947,541
2023-09-30 $38,759,892 1,107,742
2023-06-30 $5,880,769 161,604
2023-03-31 $6,235,408 166,856
2022-12-31 $6,057,539 175,124
2022-09-30 $4,667,606 148,037
2022-06-30 $6,091,706 177,549
2022-03-31 $6,750,202 183,280
2021-12-31 $6,587,722 189,248