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iShares Gold Trust shares owned by Copperleaf Capital

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

Historical chart of Copperleaf Capital investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Copperleaf Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Copperleaf Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 48k 72.77
2025-06-30 $644k 10k 62.36
2025-03-31 $377k 6.4k 58.96

More positions owned by Copperleaf Capital

Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
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Calamos Etf Tr Callmos Bit Stru (CBOJ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Eos Energy Enterprises Com Cl A (EOSE)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Copperleaf Capital

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust