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iShares Gold Trust shares owned by Heritage Trust

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

Historical chart of Heritage Trust investment in iShares Gold Trust

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

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Quarterly reported holdings in iShares Gold Trust by Heritage Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $301k 3.4k 88.16

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View all positions for Heritage Trust

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