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iShares Gold Trust shares owned by Cornerstone Wealth Group

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

Historical chart of Cornerstone Wealth Group investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 2.3k 88.04
2022-09-30 $282k 9.0k 31.49
2022-06-30 $307k 9.0k 34.28
2022-03-31 $370k 10k 36.84
2021-12-31 $351k 10k 34.78

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Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Etf (IWB)
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Ishares Tr Msci Acwi Ex Us (ACWX)

View all positions for Cornerstone Wealth Group

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust