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iShares Gold Trust shares owned by Worth Financial Advisory Group

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Worth Financial Advisory Group from 13F filings

Historical chart of Worth Financial Advisory Group investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Worth Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $920k 22k 42.01
2023-12-31 $846k 22k 39.03
2023-09-30 $751k 22k 34.99
2023-06-30 $740k 20k 36.39
2023-03-31 $779k 21k 37.37

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Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Worth Financial Advisory Group

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