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iShares Gold Trust shares owned by CPA Asset Management

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

Historical chart of CPA Asset Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by CPA 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 CPA Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.5M 218k 39.03
2023-09-30 $5.5M 157k 34.99
2023-06-30 $5.7M 157k 36.39
2023-03-31 $5.9M 158k 37.37
2022-12-31 $5.5M 158k 34.59

More positions owned by CPA Asset Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us High Profitab (DUHP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
McDonald's Corporation (MCD)
Caterpillar (CAT)
Vanguard Specialized Funds Div App Etf (VIG)
Becton, Dickinson and (BDX)

View all positions for CPA Asset Management

Top funds holding iShares Gold Trust

Bank of America Corporation
Sumitomo Mitsui Trust Holdings
Charles Schwab Investment Advisory
Empower Advisory Group
Jpmorgan Chase & Co
Wells Fargo & Company
Alliancebernstein
UBS Group
Bank Of Montreal
Charles Schwab Investment Management
WealthNavi
Jane Street
HighTower Advisors
Raymond James & Associates
Royal Bank of Canada

View all funds holding iShares Gold Trust