Fullcircle Wealth »

iShares Gold Trust shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $658k 8.9k 74.21
2025-06-30 $308k 4.8k 63.64
2025-03-31 $363k 5.7k 63.23

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Snowflake Com Shs (SNOW)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Unilever Spon Adr New
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Total Usd (IUSB)

View all positions for Fullcircle Wealth

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