SEC 13F Intelligence

Bull Oak Capital, LLC / IAU

Bull Oak Capital, LLC’s Ishares Gold Tr Position

Does Bull Oak Capital, LLC own Ishares Gold Tr (IAU)? Yes — 99.9K shares worth $9M (+3.38% of its 13F portfolio) as of Q1 2026, up from 94.6K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
99.9K
% of Portfolio
+3.38%
Quarters Held
5
currently held

Position History IAU

Reported value by quarter
Q3 ’24: $79,122Q3 ’24Q2 ’25: $6MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202699.9K$9M+3.38%
Q4 202594.6K$8M+3.14%
Q3 202595.9K$7M+2.96%
Q2 202596.2K$6M+2.73%
Q3 20241.6K$79,122+0.05%

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