SEC 13F Intelligence

Asempa Wealth Advisors / IAU*

Asempa Wealth Advisors’s Ishares Gold Tr Position

Does Asempa Wealth Advisors own Ishares Gold Tr (IAU*)? Yes18.1K shares worth $2M (+1.41% of its 13F portfolio) as of Q1 2026, up from 17.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
18.1K
% of Portfolio
+1.41%
Quarters Held
2
currently held

Position History IAU*

Reported value by quarter
Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.1K$2M+1.41%
Q4 202517.4K$1M+1.21%

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