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iShares Gold Trust shares owned by Beacon Financial Advisory

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

Historical chart of Beacon Financial Advisory investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Beacon Financial Advisory 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 Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $288k 5.8k 49.51
2024-09-30 $206k 4.1k 49.70

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View all positions for Beacon Financial Advisory

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