Clear Retirement Advice »

iShares Gold Trust shares owned by Clear Retirement Advice

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Clear Retirement Advice from 13F filings

Historical chart of Clear Retirement Advice investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Clear Retirement Advice consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by Clear Retirement Advice

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 28k 90.53

More positions owned by Clear Retirement Advice

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Gold Tr Ishares New (IAU)

View all positions for Clear Retirement Advice

Top funds holding iShares Gold Trust

FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
WealthNavi
Alliancebernstein
Sumitomo Mitsui Trust Holdings
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Branch Banking & Trust Company
Empower Advisory Group
BlackRock
Raymond James Financial

View all funds holding iShares Gold Trust