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iShares Gold Trust shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 48k 42.01
2023-12-31 $1.3M 32k 39.03
2023-09-30 $1.7M 48k 34.99
2023-06-30 $275k 7.6k 36.39
2022-06-30 $2.0M 58k 34.31

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Plan Group Financial

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