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iShares Gold Trust shares owned by Genesis Wealth Advisors

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

Historical chart of Genesis Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $313k 6.3k 49.51

More positions owned by Genesis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Wellington Us Quality (VFQY)
Ishares Msci Equal Weite (EUSA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Intl Qualty (IQLT)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Select Sector Spdr Tr Energy (XLE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Genesis Wealth Advisors

Top funds holding iShares Gold Trust

Bank of America Corporation
Twin Tree Management
Morgan Stanley
FMR
Sumitomo Mitsui Trust Holdings
Empower Advisory Group
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Alliancebernstein
UBS Group
WealthNavi
Ameriprise Financial
Raymond James Financial

View all funds holding iShares Gold Trust