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iShares Gold Trust shares owned by BCU Wealth Advisors

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

Historical chart of BCU Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by BCU Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 14k 72.77
2025-06-30 $255k 4.1k 62.36
2025-03-31 $222k 3.8k 58.96
2024-12-31 $290k 5.9k 49.51

More positions owned by BCU Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)

View all positions for BCU Wealth Advisors

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