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iShares Gold Trust shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.7M 54k 86.36
2025-09-30 $202k 2.7k 75.54

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View all positions for Diversify Wealth Management

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust