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iShares Gold Trust shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $23k 460 49.51
2024-09-30 $23k 460 49.70
2024-06-30 $20k 460 43.93
2024-03-31 $19k 460 42.01

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View all positions for Breakwater Investment Management

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust