Elevated Capital Advisors »

iShares Gold Trust shares owned by Elevated Capital Advisors

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Elevated Capital Advisors from 13F filings

Historical chart of Elevated Capital Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Elevated Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 3.5k 72.77
2025-06-30 $215k 3.7k 58.96
2025-03-31 $215k 3.7k 58.96
2023-03-31 $233k 6.2k 37.37

More positions owned by Elevated Capital Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
Vanguard Index Fds Value Etf (VTV)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Simplify Exchange Traded Fun Managed Futures (CTA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Elevated Capital Advisors

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