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iShares Gold Trust shares owned by Curated Wealth Partners

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

Historical chart of Curated Wealth Partners investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 17k 81.17
2025-09-30 $1.2M 16k 72.77

More positions owned by Curated Wealth Partners

Apollo Global Mgmt (APO)
Ares Management Corporation Cl A Com Stk (ARES)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Advisors Inner Circle Fd Iii Rayliant Wilshir (RWEM)
Diamond Hill Funds Large Cap Concen (DHLX)
Terex Corporation (TEX)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 2000 Grw Etf (IWO)
Amazon (AMZN)

View all positions for Curated Wealth Partners

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