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iShares Gold Trust shares owned by Beacon Financial

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in iShares Gold Trust

Dec 292024Jan 122025Jan 26Feb 9Feb 23Mar 9Mar 231.5M2M2.5M3M3.5M30k40k50k60k
Value ($)Share countHistorical IAU position of Beacon Financial Source: stockzoa.comValue ($)Share count

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All positions including iShares Gold Trust held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $3.7M 63k 58.96
2024-12-31 $1.5M 30k 49.51

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds Growth Etf (VUG)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Exxon Mobil Corporation (XOM)

View all positions for Beacon Financial

Top funds holding iShares Gold Trust

Bank of America Corporation
Twin Tree Management
Morgan Stanley
FMR
Sumitomo Mitsui Trust Holdings
Empower Advisory Group
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Alliancebernstein
UBS Group
WealthNavi
Ameriprise Financial
Raymond James Financial

View all funds holding iShares Gold Trust