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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
2026-03-31 $7.0M 80k 88.16
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 State Street Tec (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr State Street Ind (XLI)
Select Sector Spdr Tr State Street Mat (XLB)
Select Sector Spdr Tr State Street Fin (XLF)
Select Sector Spdr Tr State Street Con (XLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr State Street Hea (XLV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Select Sector Spdr Tr State Street Com (XLC)
Spdr Gold Tr Gold Shs (GLD)
Broadcom (AVGO)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Ishares Tr Msci Usa Min Vol (USMV)
Select Sector Spdr Tr State Street Con (XLP)

View all positions for Bellwether Advisors

Top funds holding iShares Gold Trust

Bank of America Corporation
Morgan Stanley
FMR
UBS Group
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
BlackRock
Citigroup
Ameriprise Financial
WealthNavi
Northwestern Mutual Wealth Management Company
Alliancebernstein
Raymond James Financial
Empower Advisory Group

View all funds holding iShares Gold Trust