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iShares Gold Trust shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of iShares Gold Trust shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $1.2M 68k 18.13

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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS)
Ishares Tr Core S&p Scp Etf (IJR)
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Schwab Strategic Tr Us Aggregate B (SCHZ)
Visa Com Cl A (V)
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Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust