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iShares Gold Trust shares owned by Convergent Wealth Advisors

Quarter-by-quarter ownership of iShares Gold Trust shares owned by Convergent Wealth Advisors from 13F filings

Historical chart of Convergent Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Convergent 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 Convergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $1.7M 156k 10.78
2015-06-30 $2.2M 196k 11.34
2015-03-31 $3.5M 309k 11.45
2014-12-31 $17M 1.5M 11.44
2014-09-30 $36M 3.1M 11.70
2014-06-30 $40M 3.1M 12.88
2014-03-31 $39M 3.1M 12.44
2013-12-31 $35M 3.0M 11.68
2013-09-30 $3.4M 262k 12.89
2013-06-30 $2.4M 204k 11.99
2013-03-31 $1.3M 82k 15.52

More positions owned by Convergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 7-10 Y Tr Bd Etf (IEF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Na Nat Res (IGE)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-finl (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Convergent Wealth Advisors

Top funds holding iShares Gold Trust

Money Design
Partners Capital Investment Group
White Lighthouse Investment Management
Valicenti Advisory Services
Brooks, Moore & Associates
Your Advocates
Retirement Group
Huntington National Bank

View all funds holding iShares Gold Trust