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iShares Gold Trust shares owned by Centennial Wealth Advisory

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

Historical chart of Centennial Wealth Advisory investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Centennial Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 2.4k 88.16
2025-03-31 $280k 4.8k 58.96
2024-12-31 $235k 4.7k 49.51
2024-09-30 $234k 4.7k 49.70
2024-06-30 $205k 4.7k 43.93
2023-03-31 $205k 5.5k 37.37

More positions owned by Centennial Wealth Advisory

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
American Centy Etf Tr Avantis Core Fi (AVIG)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)
Apple (AAPL)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Spdr Series Trust State Street Spd (SPYV)

View all positions for Centennial Wealth Advisory

Top funds holding iShares Gold Trust

Bank of America Corporation
Morgan Stanley
FMR
UBS Group
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
BlackRock
Citigroup
Ameriprise Financial
WealthNavi
Northwestern Mutual Wealth Management Company
Alliancebernstein
Raymond James Financial
Empower Advisory Group

View all funds holding iShares Gold Trust