Mosaic Family Wealth Partners »

iShares Gold Trust shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth Partners investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $439k 11k 39.03
2023-09-30 $396k 11k 34.99
2023-06-30 $414k 11k 36.39
2023-03-31 $230k 6.1k 37.37

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mosaic Family Wealth Partners

Top funds holding iShares Gold Trust

Bank of America Corporation
Sumitomo Mitsui Trust Holdings
Charles Schwab Investment Advisory
Empower Advisory Group
Jpmorgan Chase & Co
Wells Fargo & Company
Alliancebernstein
UBS Group
Bank Of Montreal
Charles Schwab Investment Management
WealthNavi
Jane Street
HighTower Advisors
Raymond James & Associates
Royal Bank of Canada

View all funds holding iShares Gold Trust