SEC 13F Intelligence

Flywheel Private Wealth LLC / IAU*

Flywheel Private Wealth LLC’s Ishares Gold Tr Position

Does Flywheel Private Wealth LLC own Ishares Gold Tr (IAU*)? Yes — 32.1K shares worth $3M (+1.61% of its 13F portfolio) as of Q1 2026, down from 32.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
32.1K
% of Portfolio
+1.61%
Quarters Held
6
currently held

Position History IAU*

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.1K$3M+1.61%
Q4 202532.3K$3M+1.64%
Q3 202532.3K$2M+1.84%
Q2 202532.4K$2M+1.62%
Q1 202531.9K$2M+1.72%
Q4 202431.9K$2M+1.45%

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