Tanglewood Wealth Management, Inc. IAU holdings history
ISHARES GOLD TRUST · CUSIP 464285204 · CIK 1454308
As of 2026-06-30, Tanglewood Wealth Management, Inc. reported 780.11K IAU (shares), valued at $58.91M, or 5.01% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares decreased 14.95%; reported value decreased 27.16%, and weight changed -1.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.01% | 780,110 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 6.70% | 917,288 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 7.75% | 1,042,001 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 7.81% | 1,154,959 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 7.10% | 1,155,471 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 8.44% | 1,272,287 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 7.31% | 1,282,274 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 7.01% | 1,224,901 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 6.60% | 1,208,420 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 6.26% | 1,205,013 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 5.67% | 1,187,083 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 4.60% | 774,676 | SEC filing ↗Filed Oct 31, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.60% | 774,676 | $27.11M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 31, 2023 |
| Q4 2023 | 5.67% | 1,187,083 | $46.33M | Shares increased 53.24%; reported value increased 70.93%, and weight changed +1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 6.26% | 1,205,013 | $50.62M | Shares increased 1.51%; reported value increased 9.26%, and weight changed +0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 6.60% | 1,208,420 | $53.09M | Shares increased 0.28%; reported value increased 4.87%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 7.01% | 1,224,901 | $60.88M | Shares increased 1.36%; reported value increased 14.68%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 7.31% | 1,282,274 | $63.49M | Shares increased 4.68%; reported value increased 4.28%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 8.44% | 1,272,287 | $75.01M | Shares decreased 0.78%; reported value increased 18.16%, and weight changed +1.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 7.10% | 1,155,471 | $72.06M | Shares decreased 9.18%; reported value decreased 3.94%, and weight changed -1.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 7.81% | 1,154,959 | $84.05M | Shares decreased 0.04%; reported value increased 16.64%, and weight changed +0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 7.75% | 1,042,001 | $84.58M | Shares decreased 9.78%; reported value increased 0.63%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 6.70% | 917,288 | $80.87M | Shares decreased 11.97%; reported value decreased 4.39%, and weight changed -1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 5.01% | 780,110 | $58.91M | Shares decreased 14.95%; reported value decreased 27.16%, and weight changed -1.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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