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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
2024-09-30 $79k 1.6k 49.70
2022-06-30 $2.1M 62k 34.31

More positions owned by Bull Oak Capital

Ishares Core S&p 500 Etf Etf (IVV)
American Century Etf Trust Avantis U S Equity Etf Etf (AVUS)
Ishares Tr Core Msci Eafe Etf Etf (IEFA)
Spdr Series Trust Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
American Century Etf Trust Avantis U S Small Cap Value Etf Etf (AVUV)
Spdr Series Trust Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares Trust Ishares U S Treasury Bond Etf Etf (GOVT)
Vanguard Index Funds Vanguard Mid-cap Etf Etf (VO)
Alpha Architect Etf Tr Freedom 100 Emerging Markets Etf Etf (FRDM)
American Century Etf Trust Avantis International Small Cap Value Etf Etf (AVDV)
Ishares Trust Ishares Short Treasury Bond Etf Etf (SHV)
Vanguard Short Term Bond Etf Etf (BSV)
Vanguard Index Funds Vanguard Growth Etf Etf (VUG)
Vanguard Index Funds Vanguard Value Etf Etf (VTV)
Ishares Bitcoin Tr Shs Etf Etf (IBIT)

View all positions for Bull Oak Capital

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust