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iShares Gold Trust shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 2.9k 75.15

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
TJX Companies (TJX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

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