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iShares Gold Trust shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 57k 38.08
2023-09-30 $2.0M 55k 36.39
2023-06-30 $2.3M 63k 37.12
2023-03-31 $2.4M 63k 38.57

More positions owned by Instrumental Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Developed Mrkt (ICOW)
Etf Managers Tr Prime Cybr Scrty
Vanguard Index Fds Real Estate Etf (VNQ)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Instrumental Wealth

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