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iShares Gold Trust shares owned by Cogent Private Wealth

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

Historical chart of Cogent Private Wealth investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Cogent Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Cogent Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.3M 30k 75.51

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American Centy Etf Tr Avantis Core Fi (AVIG)
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Ishares Tr Core 60 Bala Etf (AOR)
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American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)

View all positions for Cogent Private Wealth

Top funds holding iShares Gold Trust

Bank of America Corporation
Morgan Stanley
FMR
Wells Fargo & Company
UBS Group
LPL Financial
Envestnet Asset Management
BlackRock
Citigroup
Ameriprise Financial
WealthNavi
Northwestern Mutual Wealth Management Company
Alliancebernstein
SCHF
Jpmorgan Chase & Co

View all funds holding iShares Gold Trust