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iShares Gold Trust shares owned by Compass Financial Group

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Compass Financial Group from 13F filings

Historical chart of Compass Financial Group investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Compass Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Compass Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 3.2k 72.77
2025-06-30 $200k 3.2k 62.36

More positions owned by Compass Financial Group

Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Consum Stp Etf (VDC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Industrial Etf (VIS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fidelity Covington Trust Consmr Staples (FSTA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Compass Financial Group

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