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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
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)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Davis Fundamental Etf Tr Select Finl (DFNL)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Vanguard World Mega Cap Index (MGC)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Ishares Gold Tr Ishares New (IAU)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio Short (SPSB)
International Business Machines (IBM)
Elf Beauty (ELF)
NVIDIA Corporation (NVDA)
Amphastar Pharmaceuticals (AMPH)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding iShares Gold Trust

Bank of America Corporation
Sumitomo Mitsui Trust Holdings
Charles Schwab Investment Advisory
Empower Advisory Group
Jpmorgan Chase & Co
Wells Fargo & Company
Alliancebernstein
UBS Group
Bank Of Montreal
Charles Schwab Investment Management
WealthNavi
Jane Street
HighTower Advisors
Raymond James & Associates
Royal Bank of Canada

View all funds holding iShares Gold Trust