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iShares Gold Trust shares owned by Circle Wealth Management

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

Historical chart of Circle Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $31M 792k 39.03
2023-09-30 $6.2M 177k 34.99

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Nike CL B (NKE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Starbucks Corporation (SBUX)

View all positions for Circle Wealth Management

Top funds holding iShares Gold Trust

Bank of America Corporation
Sumitomo Mitsui Trust Holdings
Charles Schwab Investment Advisory
Empower Advisory Group
Jpmorgan Chase & Co
Wells Fargo & Company
Alliancebernstein
UBS Group
Bank Of Montreal
Charles Schwab Investment Management
WealthNavi
Jane Street
HighTower Advisors
Raymond James & Associates
Royal Bank of Canada

View all funds holding iShares Gold Trust