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iShares Gold Trust shares owned by Concorde Asset Management

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

Historical chart of Concorde Asset Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Concorde Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 3.9k 72.47
2025-03-31 $232k 4.0k 58.46

More positions owned by Concorde Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange Traded Cloud Computing (SKYY)

View all positions for Concorde Asset Management

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