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iShares Gold Trust shares owned by Beacon Harbor Wealth Advisors

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

Historical chart of Beacon Harbor Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Beacon Harbor 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 Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 247k 49.70
2024-06-30 $11M 245k 43.93
2024-03-31 $10M 241k 42.01
2023-12-31 $8.9M 229k 39.03
2023-03-31 $9.4M 253k 37.37
2022-06-30 $9.3M 270k 34.31
2022-03-31 $9.9M 269k 36.83

More positions owned by Beacon Harbor Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Columbia Etf Tr Ii India Consmr Etf (INCO)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
International Business Machines (IBM)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Johnson & Johnson (JNJ)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust