IAU β€” ISHARES GOLD TR

Ownership history in PFG Private Wealth Management, LLC  Β·  16 quarters on record

AI Ownership Summary

PFG Private Wealth Management, LLC reported ISHARES GOLD TR (IAU) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.11% in 2025 Q3. The latest visible filing shows IAU at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PFG Private Wealth Management, LLC's position in ISHARES GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IAU was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IAU stock page PFG Private Wealth Management, LLC fund profile PFG Private Wealth Management, LLC full holdings
How PFG Private Wealth Management, LLC held IAU β€” position size vs. price
% of Fund (quarterly)    IAU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 3,506 +2,657 +313.0% 0.11% $255K 2025-11-06 $74.97
2025 Q1 UNCHANGED 849 β€” 0% 0.03% $50K 2025-05-13 $61.28
2024 Q4 UNCHANGED 849 β€” 0% 0.02% $42K 2025-02-06 $53.89
2024 Q3 UNCHANGED 849 β€” 0% 0.02% $42K 2024-11-05 $51.81
2024 Q2 UNCHANGED 849 β€” 0% 0.02% $37K 2024-07-15 $45.76
2024 Q1 UNCHANGED 849 β€” 0% 0.02% $36K 2024-04-23 $43.91
2023 Q4 REDUCED 849 -1 -0.1% 0.02% $33K 2024-01-22 $38.24
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IAU

As of 2026 Q1 β€” sorted by position size

Silverleafe Capital Partners, LLC 3Y 7Y 3.02% Aspect Partners, LLC 2.65% Global Wealth Strategies & Associates 3Y 2.6% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 2.5% Hilltop National Bank 1.58% Noble Wealth Management PBC 0.96% BEACON FINANCIAL GROUP 3Y 7Y 0.82% Silverleafe Capital Partners, LLC 3Y 7Y 0.44% Fulcrum Equity Management 3Y 7Y 0.39% Signature Wealth Management Group 3Y 7Y 0.2%

FAQ About PFG Private Wealth Management, LLC and IAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has PFG Private Wealth Management, LLC reported owning IAU?

PFG Private Wealth Management, LLC reported IAU across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IAU position in PFG Private Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IAU was 0.11% in 2025 Q3.

What is the latest reported IAU position on this page?

The most recent filing on this page is 2025 Q3, when PFG Private Wealth Management, LLC reported 3,506 shares, equal to 0.11% of portfolio, with an estimated market value of $255K.

What does the chart on this IAU ownership page compare?

The chart compares PFG Private Wealth Management, LLC's quarterly IAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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