Maltin Wealth Management, Inc. IAU holdings history
ISHARES GOLD TRUST · CUSIP 464285204 · CIK 1764260
As of 2026-06-30, Maltin Wealth Management, Inc. reported 102.96K IAU (shares), valued at $7.77M, or 2.60% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 2.02%; reported value decreased 12.62%, and weight changed -0.80 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 | 2.60% | 102,963 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 3.40% | 100,929 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 3.41% | 105,560 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 3.93% | 130,059 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 3.65% | 129,987 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 3.62% | 130,615 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 3.08% | 126,631 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 3.05% | 125,917 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 2.91% | 123,436 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 2.87% | 121,284 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 2.88% | 115,762 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 2.77% | 113,490 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.77% | 113,490 | $3.97M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 2.88% | 115,762 | $4.52M | Shares increased 2.00%; reported value increased 13.78%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 2.87% | 121,284 | $5.10M | Shares increased 4.77%; reported value increased 12.77%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 2.91% | 123,436 | $5.42M | Shares increased 1.77%; reported value increased 6.43%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 3.05% | 125,917 | $6.26M | Shares increased 2.01%; reported value increased 15.41%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 3.08% | 126,631 | $6.27M | Shares increased 0.57%; reported value increased 0.18%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 3.62% | 130,615 | $7.70M | Shares increased 3.15%; reported value increased 22.83%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 3.65% | 129,987 | $8.11M | Shares decreased 0.48%; reported value increased 5.26%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 3.93% | 130,059 | $9.46M | Shares increased 0.06%; reported value increased 16.76%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 3.41% | 105,560 | $8.57M | Shares decreased 18.84%; reported value decreased 9.47%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 3.40% | 100,929 | $8.90M | Shares decreased 4.39%; reported value increased 3.85%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 2.60% | 102,963 | $7.77M | Shares increased 2.02%; reported value decreased 12.62%, and weight changed -0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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