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iShares Gold Trust shares owned by Dynamic Financial Group

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

Historical chart of Dynamic Financial Group investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Dynamic Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $573k 7.9k 72.77
2025-06-30 $564k 9.0k 62.36
2025-03-31 $534k 9.1k 58.96
2024-12-31 $444k 9.0k 49.51

More positions owned by Dynamic Financial Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Deere & Company (DE)
Verizon Communications (VZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Nuveen Muni Value Fund (NUV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Pfizer (PFE)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Phillips Edison & Co Common Stock (PECO)

View all positions for Dynamic Financial Group

Top funds holding iShares Gold Trust

Morgan Stanley
FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Twin Tree Management
Sumitomo Mitsui Trust Holdings
WealthNavi
Alliancebernstein
Ameriprise Financial
Empower Advisory Group
Branch Banking & Trust Company
BlackRock

View all funds holding iShares Gold Trust