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iShares Gold Trust shares owned by Evolution Wealth Management

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

Historical chart of Evolution Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $111k 1.5k 75.51
2026-03-31 $38k 432 88.16
2025-12-31 $25k 308 81.17
2025-09-30 $22k 308 72.77
2025-06-30 $19k 308 62.36

More positions owned by Evolution Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Aim Etf Products Trust All B20 All Etf (SPBW)
Ishares Tr Eafe Grwth Etf (EFG)
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)
Ishares Tr Eafe Value Etf (EFV)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Evolution Wealth Management

Top funds holding iShares Gold Trust

Bank of America Corporation
Morgan Stanley
FMR
Wells Fargo & Company
UBS Group
LPL Financial
Envestnet Asset Management
BlackRock
Citigroup
Ameriprise Financial
WealthNavi
Northwestern Mutual Wealth Management Company
Alliancebernstein
SCHF
Jpmorgan Chase & Co

View all funds holding iShares Gold Trust