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iShares Gold Trust shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Dynasty 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 Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $26M 580k 43.93
2024-03-31 $24M 572k 42.01

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Dynasty Wealth Management

Top funds holding iShares Gold Trust

Bank of America Corporation
Twin Tree Management
FMR
Morgan Stanley
Charles Schwab Investment Management
Sumitomo Mitsui Trust Holdings
Empower Advisory Group
Wells Fargo & Company
Jpmorgan Chase & Co
Alliancebernstein
Bank Of Montreal
LPL Financial
Mizuho Corporate Bank
Ameriprise Financial
WealthNavi

View all funds holding iShares Gold Trust