Ownership history in Transform Wealth, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in ISHARES GOLD TRUST (IAU). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | ADDED | 302,683 | +4,388 | +1.5% | 1.08% | $17.8M | $58.96 |
| 2024 Q4 | ADDED | 298,295 | +292,442 | +4996.4% | 0.82% | $14.8M | $49.51 |
| 2024 Q3 | REDUCED | 5,853 | -509 | -8.0% | 0.02% | $291K | $49.70 |
| 2024 Q2 | ADDED | 6,362 | +538 | +9.2% | 0.02% | $279K | $43.93 |
| 2024 Q1 | REDUCED | 5,824 | -161,218 | -96.5% | 0.02% | $245K | $42.01 |
| 2023 Q4 | ADDED | 167,042 | +2,300 | +1.4% | 0.64% | $6.5M | $39.03 |
| 2023 Q3 | REDUCED | 164,742 | -174,513 | -51.4% | 0.61% | $5.8M | $34.99 |
| 2023 Q2 | REDUCED | 339,255 | -1,403 | -0.4% | 1.11% | $12.3M | $36.39 |
| 2023 Q1 | ADDED | 340,658 | +171,446 | +101.3% | 1.20% | $12.7M | $37.37 |
| 2022 Q4 | ADDED | 169,212 | +95,043 | +128.1% | 0.66% | $5.9M | $34.59 |
As of 2025 Q4 — sorted by position size