SEC 13F Intelligence

M Wealth Management, LLC / IAUM

M Wealth Management, LLC’s Ishares Gold Tr Position

Does M Wealth Management, LLC own Ishares Gold Tr (IAUM)? Yes — 76.5K shares worth $4M (+3.01% of its 13F portfolio) as of Q1 2026.

Position Value
$4M
Q1 2026
Shares
76.5K
% of Portfolio
+3.01%
Quarters Held
5
currently held

Position History IAUM

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202676.5K$4M+3.01%
Q4 202576.5K$3M+2.86%
Q3 202576.5K$3M+2.59%
Q2 202576.5K$3M+2.33%
Q1 202576.5K$2M+2.22%

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