LPL Financial LLC
Holdings in IAUM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,236,955 | 121,818 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $3,393,775 | 88,150 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $224,463 | 6,804 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $234,585 | 7,526 | Shares | Sole | 2025-05-07 |