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iShares Gold Trust shares owned by CFS Investment Advisory Services

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by CFS Investment Advisory Services from 13F filings

Historical chart of CFS Investment Advisory Services investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $382k 4.9k 77.31
2025-06-30 $305k 4.9k 62.45
2025-03-31 $290k 4.9k 58.88
2024-12-31 $202k 4.1k 49.63
2022-03-31 $998 49k 0.02

More positions owned by CFS Investment Advisory Services

Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for CFS Investment Advisory Services

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