Iams Wealth Management »

iShares Gold Trust shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-09-30 $215k 2.8k 78.10
2023-06-30 $248k 6.9k 36.10

More positions owned by Iams Wealth Management

First Tr Exchange-traded Vest Laddered (ACYN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
First Tr Exchange-traded Vest Lad Aut Etf
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Iams Wealth Management

Top funds holding iShares Gold Trust

Bank of America Corporation
FMR
Wells Fargo & Company
UBS Group
LPL Financial
Envestnet Asset Management
BlackRock
Ameriprise Financial
WealthNavi
Northwestern Mutual Wealth Management Company
Alliancebernstein
SCHF
Jpmorgan Chase & Co
Raymond James Financial
Northern Trust

View all funds holding iShares Gold Trust