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iShares Gold Trust shares owned by Waterloo Capital

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $407k 9.7k 42.01
2023-06-30 $1.2M 32k 36.39
2023-03-31 $373k 10k 37.37

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Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
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Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Microsoft Corporation (MSFT)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)

View all positions for Waterloo Capital

Top funds holding iShares Gold Trust

Bank of America Corporation
FMR
Morgan Stanley
Sumitomo Mitsui Trust Holdings
Charles Schwab Investment Advisory
Twin Tree Management
Empower Advisory Group
Wells Fargo & Company
Jpmorgan Chase & Co
Alliancebernstein
LPL Financial
Bank Of Montreal
Mizuho Corporate Bank
Ameriprise Financial
WealthNavi

View all funds holding iShares Gold Trust