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iShares Gold Trust shares owned by Allied Private Wealth

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

Historical chart of Allied Private Wealth investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $713k 9.3k 76.74

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View all positions for Allied Private Wealth

Top funds holding iShares Gold Trust

Bank of America Corporation
Morgan Stanley
UBS Group
FMR
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
BlackRock
Citigroup
Ameriprise Financial
WealthNavi
Northwestern Mutual Wealth Management Company
Alliancebernstein
Raymond James Financial
Empower Advisory Group

View all funds holding iShares Gold Trust