Signal Advisors Wealth, LLC IAUM — ISHARES GOLD TR

Ownership history in Signal Advisors Wealth, LLC  ·  11 quarters on record

AI Ownership Summary

Signal Advisors Wealth, LLC reported ISHARES GOLD TR (IAUM) in 11 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.22% in 2024 Q3. The latest visible filing shows IAUM at 0.03% 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 IAUM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Signal Advisors Wealth, 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
2026 Q3

IAUM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 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.

IAUM stock page Signal Advisors Wealth, LLC fund profile Signal Advisors Wealth, LLC full holdings
How Signal Advisors Wealth, LLC held IAUM — position size vs. price
% of Fund (quarterly)    IAUM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 15,868 -931 -5.5% 0.03% $657K 2026-10-13 $41.49
2026 Q2 REDUCED — — — 16,799 -812 -4.6% 0.03% $672K 2026-08-04 $40.65
2026 Q1 ADDED — — — 17,611 +1,160 +7.1% 0.06% $822K 2026-04-17 $48.39
2025 Q4 REDUCED 6.4% +8.6% ❌ 16,451 -1,126 -6.4% 0.06% $707K 2026-01-13 $45.72
2025 Q3 REDUCED — — — 17,577 -316 -1.8% 0.06% $677K 2025-10-10 $40.01
2025 Q2 REDUCED 7.0% +15.7% ❌ 17,893 -1,343 -7.0% 0.05% $590K 2025-07-10 $33.15
2025 Q1 REDUCED 19.7% +5.8% ❌ 19,236 -4,729 -19.7% 0.06% $600K 2025-04-11 $32.23
2024 Q4 REDUCED 59.4% +19.1% ❌ 23,965 -35,131 -59.4% 0.07% $627K 2025-01-14 $26.69
2024 Q3 REDUCED 39.6% -0.9% ✅ 59,096 -38,721 -39.6% 0.22% $1.6M 2024-10-15 $26.56
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IAUM

As of 2026 Q3 — sorted by position size

Alaska Permanent Fund Corp 3Y 13.75% SFM, LLC d/b/a Sweeney Financial Advisors 4.52% M Wealth Management, LLC 2.47% Maltin Wealth Management, Inc. 3Y 1.92% Heck Capital Advisors, LLC 1.46% Versant Capital Management, Inc 3Y 7Y 1.11% FIG FINANCIAL ADVISORY SERVICES INC /ADV 0.82% Tactive Advisors, LLC 0.57% Weil Company, Inc. 3Y 7Y 0.2% Womack Financial LLC 0.18%

FAQ About Signal Advisors Wealth, LLC and IAUM

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

How long has Signal Advisors Wealth, LLC reported owning IAUM?

Signal Advisors Wealth, LLC reported IAUM across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported IAUM position in Signal Advisors Wealth, LLC's portfolio?

The largest reported portfolio weight for IAUM was 0.22% in 2024 Q3.

What is the latest reported IAUM position on this page?

The most recent filing on this page is 2026 Q3, when Signal Advisors Wealth, LLC reported 15,868 shares, equal to 0.03% of portfolio, with an estimated market value of $657K.

What does the chart on this IAUM ownership page compare?

The chart compares Signal Advisors Wealth, LLC's quarterly IAUM 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.

How well did Signal Advisors Wealth, LLC time their IAUM position?

Based on 13F filing dates vs. subsequent IAUM price moves, Signal Advisors Wealth, LLC correctly timed 2 out of 10 reported position changes (20%). The annualised alpha on IAUM relative to SPY over the holding period was +150.7%.

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