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iShares Gold Trust shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-06-30 $70k 1.1k 62.36
2025-03-31 $66k 1.1k 58.96
2024-12-31 $56k 1.1k 49.51

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View all positions for Centricity Wealth Management

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