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iShares Gold Trust shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.4k 95 88.46
2025-09-30 $206k 2.7k 75.58
2025-06-30 $174k 2.7k 64.06

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

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