Collaborative Capital Advisors »

iShares Gold Trust shares owned by Collaborative Capital Advisors

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Collaborative Capital Advisors from 13F filings

Historical chart of Collaborative Capital Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Collaborative Capital Advisors 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 Collaborative Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 26k 75.51

More positions owned by Collaborative Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Ishares Gold Tr Ishares New (IAU)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Collaborative Capital Advisors

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust