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iShares Gold Trust shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $554k 6.8k 81.17
2025-09-30 $540k 7.4k 72.77
2025-06-30 $645k 10k 62.36
2025-03-31 $461k 7.8k 58.96
2024-12-31 $194k 3.9k 49.51
2021-12-31 $209k 6.0k 34.78

More positions owned by Golden State Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (AGG)
NVIDIA Corporation (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Etf Trust Long Term Grower (WINN)
American Century MF Closed and MF Open (QGRO)
Principal Us MF Closed and MF Open (USMC)
First Trust MF Closed and MF Open (RDVY)
Microsoft Corporation (MSFT)
State Street MF Closed and MF Open (SPAB)

View all positions for Golden State Wealth Management

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust