Greenline Wealth Management »

iShares Gold Trust shares owned by Greenline Wealth Management

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

Historical chart of Greenline Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Greenline Wealth Management 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 Greenline Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $235k 2.7k 88.15

More positions owned by Greenline Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
J P Morgan Exchange Traded F Active Growth (JGRO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Amazon (AMZN)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

View all positions for Greenline Wealth Management

Top funds holding iShares Gold Trust

Bank of America Corporation
Morgan Stanley
FMR
UBS Group
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
BlackRock
Citigroup
Ameriprise Financial
WealthNavi
Northwestern Mutual Wealth Management Company
Alliancebernstein
Raymond James Financial
Empower Advisory Group

View all funds holding iShares Gold Trust