Aspireon Wealth Advisors »

iShares Gold Trust shares owned by Aspireon Wealth Advisors

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

Historical chart of Aspireon Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by Aspireon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $10M 268k 37.37
2022-12-31 $5.4M 152k 35.59
2022-09-30 $4.9M 156k 31.55
2022-06-30 $5.2M 151k 34.36
2022-03-31 $3.3M 90k 36.87

More positions owned by Aspireon Wealth Advisors

Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Russel 1000 Etf (IWB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p500 Etf Shs (VOO)
Isharestr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Ishares Core Msci Eafe Etf (IEFA)
Invesco Exchange Traded Fd T S&p 500 Pur Val (RPV)
Kraneshares Csi China Internet Kraneshares China Intnt Etf (KWEB)
Ishares S&p Gsci Commodity Unit Ben Int (GSG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Direxion Shs Etf Tr 20yr Tres Bull
Ishares Tr Gl Clean Ene Etf (ICLN)

View all positions for Aspireon Wealth Advisors

Top funds holding iShares Gold Trust

Bank of America Corporation
Twin Tree Management
FMR
Sumitomo Mitsui Trust Holdings
Empower Advisory Group
Jpmorgan Chase & Co
Wells Fargo & Company
Alliancebernstein
UBS Group
LPL Financial
WealthNavi
Ameriprise Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
BlackRock

View all funds holding iShares Gold Trust