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iShares Gold Trust shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $382k 7.7k 49.70

More positions owned by Cypress Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Cypress Wealth Services

Top funds holding iShares Gold Trust

Bank of America Corporation
Twin Tree Management
Morgan Stanley
Sumitomo Mitsui Trust Holdings
Empower Advisory Group
Jpmorgan Chase & Co
Wells Fargo & Company
Alliancebernstein
LPL Financial
WealthNavi
Raymond James & Associates
Northwestern Mutual Wealth Management Company
BlackRock
BlackRock
HighTower Advisors

View all funds holding iShares Gold Trust