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iShares Gold Trust shares owned by Certus Wealth Management

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

Historical chart of Certus Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 34k 72.77
2025-06-30 $1.3M 21k 62.36
2025-03-31 $1.1M 19k 61.00
2024-12-31 $649k 12k 54.88

More positions owned by Certus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Certus 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