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iShares Gold Trust shares owned by Divergent Wealth Advisors

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Divergent Wealth Advisors from 13F filings

Historical chart of Divergent Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Divergent Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Divergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $649k 15k 42.01
2023-12-31 $610k 16k 39.03
2023-09-30 $536k 15k 34.99
2023-06-30 $434k 12k 36.39
2023-03-31 $414k 11k 37.37

More positions owned by Divergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Divergent Wealth Advisors

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