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iShares Gold Trust shares owned by Bellwether Advisors

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

Historical chart of Bellwether Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Bellwether Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 311k 43.93
2021-12-31 $41k 1.2k 34.17
2021-09-30 $40k 1.2k 33.33
2021-06-30 $40k 1.2k 33.33

More positions owned by Bellwether Advisors

Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Hlthcare Etf (IYH)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Select Sector Spdr Tr Communication (XLC)
Oracle Corporation (ORCL)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
ON Semiconductor (ON)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Consm Staples (IYK)

View all positions for Bellwether Advisors

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust