SEC 13F Intelligence

Transform Wealth, LLC / IAU*

Transform Wealth, LLC’s Ishares Gold Tr Position

Does Transform Wealth, LLC own Ishares Gold Tr (IAU*)? Yes — 302.7K shares worth $18M (+1.08% of its 13F portfolio) as of Q1 2025, up from 298.3K shares the prior filed quarter.

Position Value
$18M
Q1 2025
Shares
302.7K
% of Portfolio
+1.08%
Quarters Held
11
currently held

Position History IAU*

Reported value by quarter
Q2 ’21: $3MQ2 ’21Q4 ’22: $6MQ1 ’23: $13MQ1 ’23Q2 ’23: $12MQ3 ’23: $6MQ3 ’23Q4 ’23: $7MQ1 ’24: $244,667Q1 ’24Q2 ’24: $279,483Q3 ’24: $290,895Q3 ’24Q4 ’24: $15MQ1 ’25: $18MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025302.7K$18M+1.08%
Q4 2024298.3K$15M+0.82%
Q3 20245.9K$290,895+0.02%
Q2 20246.4K$279,483+0.02%
Q1 20245.8K$244,667+0.02%
Q4 2023167.0K$7M+0.64%
Q3 2023164.7K$6M+0.61%
Q2 2023339.3K$12M+1.11%
Q1 2023340.7K$13M+1.20%
Q4 2022169.2K$6M+0.66%
Q2 202174.2K$3M+0.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of IAU*.