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iShares Gold Trust shares owned by Carolina Wealth Advisors

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

Historical chart of Carolina Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $20k 400 49.70

More positions owned by Carolina Wealth Advisors

Vanguard Long-term Bond Etf Etf (BLV)
Schwab Us Tips Etf Etf (SCHP)
Radian Group Stock (RDN)
Dicks Sporting Goods Stock (DKS)
Abbvie Stock (ABBV)
Packaging Corp Amer Stock (PKG)
Fastenal Stock (FAST)
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)
Verizon Communications Stock (VZ)
Williams Sonoma Stock (WSM)
Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX)
Ford Mtr Stock (F)
Broadcom Stock (AVGO)
Schwab U.s. Large-cap Etf Etf (SCHX)
City Hldg Stock (CHCO)

View all positions for Carolina Wealth Advisors

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