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iShares Gold Trust shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Fortis Group 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 Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 137k 42.01
2023-12-31 $3.7M 100k 37.37
2023-09-30 $3.7M 100k 37.37
2023-06-30 $3.1M 86k 36.39
2023-03-31 $4.3M 114k 37.71

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

Top funds holding iShares Gold Trust

Bank of America Corporation
Sumitomo Mitsui Trust Holdings
Charles Schwab Investment Advisory
Empower Advisory Group
Jpmorgan Chase & Co
Wells Fargo & Company
Alliancebernstein
UBS Group
Bank Of Montreal
Charles Schwab Investment Management
WealthNavi
Jane Street
HighTower Advisors
Raymond James & Associates
Royal Bank of Canada

View all funds holding iShares Gold Trust