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iShares Gold Trust shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by HCR 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $292k 3.6k 81.17
2025-09-30 $261k 3.6k 72.65
2025-06-30 $224k 3.6k 62.36
2025-03-31 $212k 3.6k 58.96

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Nvidia Corp Common Stock (NVDA)
Vanguard Extended Market ETF S &P Compl Common Stock (VXF)
iShares Core S&P 500 ETF Etf (IVV)
Alphabet Common Stock (GOOGL)
Microsoft Common Stock (MSFT)
First Trust Preferred Securities and Income ETF Etf (FPE)
iShares Core MSCI Emerging ETF Etf (IEMG)
Ametek Common Stock (AME)
iShares Core S&P Small-Cap ETF Etf (IJR)
Meta Platforms Common Stock (META)
Palo Alto Networks Common Stock (PANW)
Amazon.Com Common Stock (AMZN)

View all positions for HCR Wealth Advisors

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