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iShares Gold Trust shares owned by Ccg Wealth Management

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

Historical chart of Ccg Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Ccg 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 Ccg Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $296k 4.1k 72.77
2021-09-30 $461k 14k 33.43

More positions owned by Ccg Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Rus Mid Cap Etf (IWR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tesla Motors (TSLA)
Sempra Energy (SRE)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Ccg 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