IAUM ISHARES GOLD TR

Ownership history in Rede Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Rede Wealth, LLC reported a position in ISHARES GOLD TR (IAUM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.75% (2024 Q2)
Avg. % of fund
0.49%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 41,592 +3,967 +10.5% 0.62% $1.8M $42.99
2025 Q2 ADDED 37,625 +1,093 +3.0% 0.45% $1.2M $32.99
2025 Q1 REDUCED 36,532 -78 -0.2% 0.40% $1.1M $31.17
2024 Q4 ADDED 36,610 +640 +1.8% 0.37% $958K $26.17
2024 Q3 ADDED 35,970 +867 +2.5% 0.36% $944K $26.25
2024 Q2 INITIATED 35,103 0.75% $814K
% of Fund (quarterly)    IAUM price (monthly, adj. close)
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