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iShares Gold Trust shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $27k 550 49.51
2024-09-30 $27k 550 49.70
2024-06-30 $24k 550 43.93
2024-03-31 $11k 250 42.01
2023-06-30 $9.3k 247 37.65
2023-03-31 $9.2k 247 37.37

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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