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iShares Gold Trust shares owned by Fortis Capital Advisors

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

Historical chart of Fortis Capital Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 2.5k 81.17
2022-12-31 $24k 700 34.59

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View all positions for Fortis Capital Advisors

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust