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iShares Gold Trust shares owned by Aegis Wealth Management

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

Historical chart of Aegis Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Aegis 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 Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $254k 3.1k 81.17

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Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
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Pimco Etf Tr Ultra Short Govt (BILZ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Eli Lilly & Co. (LLY)
Aim Etf Products Trust Allianzim Us Equ (DECU)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Lowe's Companies (LOW)
O'reilly Automotive (ORLY)
Aim Etf Products Trust Allianzim Us (SIXF)
Simplify Exchange Traded Fun Short Term Trea (TUA)

View all positions for Aegis Wealth Management

Top funds holding iShares Gold Trust

FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Ameriprise Financial
BlackRock
WealthNavi
Alliancebernstein
Sumitomo Mitsui Trust Holdings
Northwestern Mutual Wealth Management Company
Branch Banking & Trust Company
Raymond James Financial
Empower Advisory Group

View all funds holding iShares Gold Trust