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iShares Gold Trust shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $21M 241k 88.16

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
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NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust