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iShares Gold Trust shares owned by 4J Wealth Management

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by 4J Wealth Management from 13F filings

Historical chart of 4J Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by 4J 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 4J Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 32k 72.77
2025-06-30 $1.9M 30k 62.36
2025-03-31 $1.7M 30k 58.96
2024-12-31 $1.5M 30k 49.51

More positions owned by 4J Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
T Rowe Price Etf International Eq (TOUS)
T Rowe Price Etf Floating Rate (TFLR)
T Rowe Price Etf Cap Appreciation (TCAF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Innovator Etfs Trust Defined Wlt Shld (BALT)
T Rowe Price Etf Technology Etf (TTEQ)
Apple (AAPL)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for 4J Wealth Management

Top funds holding iShares Gold Trust

Morgan Stanley
FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Twin Tree Management
Sumitomo Mitsui Trust Holdings
WealthNavi
Alliancebernstein
Ameriprise Financial
Empower Advisory Group
Branch Banking & Trust Company
BlackRock

View all funds holding iShares Gold Trust