Baer Investment Advisory »

iShares Gold Trust shares owned by Baer Investment Advisory

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Baer Investment Advisory from 13F filings

Historical chart of Baer Investment Advisory investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Baer Investment Advisory 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 Baer Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $355k 4.0k 88.16

More positions owned by Baer Investment Advisory

Taiwan Semiconductor Manufac Call Call Option
Nvidia Corporation Call Call Option
Amazon (AMZN)
Curtiss-Wright (CW)
Emcor (EME)
Deere & Company (DE)
Ferrari Nv Ord (RACE)
Analog Devices (ADI)
Ecolab (ECL)
Amphenol Corp Cl A (APH)
Netflix (NFLX)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Texas Instruments Incorporated (TXN)
International Business Machines (IBM)

View all positions for Baer Investment Advisory

Top funds holding iShares Gold Trust

Bank of America Corporation
Morgan Stanley
FMR
UBS Group
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