SEC 13F Intelligence

Forthright Family Wealth Advisory LLC / IAU*

Forthright Family Wealth Advisory LLC’s Ishares Gold Tr Position

Does Forthright Family Wealth Advisory LLC own Ishares Gold Tr (IAU*)? Yes — 45.1K shares worth $3M (+1.93% of its 13F portfolio) as of Q2 2026, down from 47.0K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
45.1K
% of Portfolio
+1.93%
Quarters Held
5
currently held

Position History IAU*

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $4MQ4 ’25Q2 ’26: $3MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202645.1K$3M+1.93%
Q4 202547.0K$4M+2.40%
Q3 202545.3K$3M+2.03%
Q2 202526.5K$2M+1.05%
Q1 202526.9K$2M+1.05%

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