Capital Advantage »

iShares Gold Trust shares owned by Capital Advantage

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

Historical chart of Capital Advantage investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by Capital Advantage

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 3.0k 81.17

More positions owned by Capital Advantage

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Select Sector Spdr Tr State Street Fin (XLF)
Spdr Series Trust State Street Spd (SPLG)
Vanguard World Industrial Etf (VIS)
Vanguard World Mega Cap Index (MGC)

View all positions for Capital Advantage

Top funds holding iShares Gold Trust

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
Raymond James Financial

View all funds holding iShares Gold Trust