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iShares Gold Trust shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 18k 81.17

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Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust