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iShares Gold Trust shares owned by Bull Oak Capital

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Bull Oak Capital from 13F filings

Historical chart of Bull Oak Capital investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Bull Oak Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0M 96k 72.77
2025-06-30 $6.0M 96k 62.36
2024-09-30 $79k 1.6k 49.70
2022-06-30 $2.1M 62k 34.31

More positions owned by Bull Oak Capital

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Gold Tr Ishares New (IAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Us Treas Bd Etf (GOVT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Bull Oak Capital

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust