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iShares Gold Trust shares owned by Facet Wealth

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

Historical chart of Facet Wealth investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Facet Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $324k 6.3k 51.62
2024-06-30 $418k 9.2k 45.49
2024-03-31 $270k 6.1k 43.95
2022-09-30 $204k 6.4k 31.83
2022-06-30 $211k 6.1k 34.33

More positions owned by Facet Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Calif Mun Bd Etf (CMF)

View all positions for Facet Wealth

Top funds holding iShares Gold Trust

Bank of America Corporation
Twin Tree Management
FMR
Sumitomo Mitsui Trust Holdings
Empower Advisory Group
Jpmorgan Chase & Co
Wells Fargo & Company
Alliancebernstein
UBS Group
LPL Financial
WealthNavi
Ameriprise Financial
Raymond James & Associates
Branch Banking & Trust Company
Northwestern Mutual Wealth Management Company

View all funds holding iShares Gold Trust