SEC 13F Intelligence

Global Wealth Management, LLC / IAU*

Global Wealth Management, LLC’s Ishares Gold Tr Position

Does Global Wealth Management, LLC own Ishares Gold Tr (IAU*)? Yes — 54.0K shares worth $5M (+2.59% of its 13F portfolio) as of Q1 2026, up from 50.1K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
54.0K
% of Portfolio
+2.59%
Quarters Held
6
currently held

Position History IAU*

Reported value by quarter
Q4 ’24: $867,069Q4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202654.0K$5M+2.59%
Q4 202550.1K$4M+2.19%
Q3 202518.5K$1M+0.71%
Q2 202518.5K$1M+0.64%
Q1 202518.1K$1M+0.61%
Q4 202417.5K$867,069+0.55%

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