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iShares Gold Trust shares owned by Birchwood Financial Partners

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

Historical chart of Birchwood Financial Partners investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Birchwood Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $648k 8.0k 81.17

More positions owned by Birchwood Financial Partners

Ishares Esg Aware Msci Usa Etf Etf (ESGU)
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Pimco Active Bond Exchange-traded Fund Etf (BOND)
Vanguard S&p 500 Etf Etf (VOO)
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Unitedhealth Group Stock (UNH)
Vanguard Extended Market Etf Etf (VXF)
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)

View all positions for Birchwood Financial Partners

Top funds holding iShares Gold Trust

FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
Twin Tree Management
UBS Group
WealthNavi
Alliancebernstein
Sumitomo Mitsui Trust Holdings
Ameriprise Financial
Branch Banking & Trust Company
Empower Advisory Group
BlackRock
Raymond James Financial

View all funds holding iShares Gold Trust