SEC 13F Intelligence

Veridan Wealth LLC / IAU*

Veridan Wealth LLC’s Ishares Gold Tr Position

Does Veridan Wealth LLC own Ishares Gold Tr (IAU*)? Yes — 40.9K shares worth $4M (+1.33% of its 13F portfolio) as of Q1 2026, up from 40.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
40.9K
% of Portfolio
+1.33%
Quarters Held
4
currently held

Position History IAU*

Reported value by quarter
Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.9K$4M+1.33%
Q4 202540.7K$3M+1.11%
Q3 202541.7K$3M+1.04%
Q2 202541.0K$3M+1.02%

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