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iShares Gold Trust shares owned by Broadway Wealth Solutions

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Broadway Wealth Solutions from 13F filings

Historical chart of Broadway Wealth Solutions investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Broadway Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Broadway Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $502k 6.2k 81.17
2025-09-30 $481k 6.6k 72.77
2025-06-30 $412k 6.6k 62.36
2025-03-31 $390k 6.6k 58.96

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Spdr Series Trust State Street Spd (SPYM)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Fidelity Covington Trust Enhanced Mid (FMDE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Spdr Series Trust State Street Spd (SPTL)
J P Morgan Exchange Traded F Active Growth (JGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Neuberger Berman Etf Trust Small Mid Cap Et (NBSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Broadway Wealth Solutions

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust